Fairman Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.5K | Buy |
912
+5
| +0.6% | +$398 | 0.06% | 87 |
|
|
2025
Q1 | $36.7K | Buy |
907
+423
| +87% | +$17.1K | 0.03% | 109 |
|
|
2024
Q4 | $36.7K | Hold |
484
| – | – | 0.03% | 119 |
|
|
2024
Q3 | $37.1K | Hold |
484
| – | – | 0.03% | 124 |
|
|
2024
Q2 | $34.3K | Hold |
484
| – | – | 0.03% | 126 |
|
|
2024
Q1 | $34.2K | Hold |
484
| – | – | 0.03% | 115 |
|
|
2023
Q4 | $31.6K | Buy |
+484
| New | +$31.6K | 0.03% | 126 |
|