Farther Finance Advisors’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 | $37.2K | Hold |
468
| – | – | ﹤0.01% | 2287 |
|
|
2025
Q1 | $36K | Hold |
468
| – | – | ﹤0.01% | 2073 |
|
|
2024
Q4 | $35.5K | Hold |
468
| – | – | ﹤0.01% | 1821 |
|
|
2024
Q3 | $35.9K | Hold |
468
| – | – | ﹤0.01% | 1811 |
|
|
2024
Q2 | $33.1K | Hold |
468
| – | – | ﹤0.01% | 1581 |
|
|
2024
Q1 | $32.9K | Hold |
468
| – | – | ﹤0.01% | 1327 |
|
|
2023
Q4 | $30.6K | Hold |
468
| – | – | ﹤0.01% | 1198 |
|
|
2023
Q3 | $28.2K | Hold |
468
| – | – | ﹤0.01% | 986 |
|
|
2023
Q2 | $29.1K | Hold |
468
| – | – | 0.01% | 871 |
|
|
2023
Q1 | $28.4K | Hold |
468
| – | – | 0.01% | 789 |
|
|
2022
Q4 | $28.4K | Buy |
+468
| New | +$28.4K | 0.01% | 624 |
|