FFG Retirement 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 | $6.23M | Sell |
78,314
-6,414
| -8% | -$510K | 3.9% | 7 |
|
|
2025
Q1 | $6.52M | Buy |
84,728
+23,758
| +39% | +$1.83M | 4.44% | 5 |
|
|
2024
Q4 | $4.63M | Sell |
60,970
-1,068
| -2% | -$81K | 3.02% | 12 |
|
|
2024
Q3 | $4.76M | Sell |
62,038
-1,197
| -2% | -$91.8K | 3.1% | 10 |
|
|
2024
Q2 | $4.48M | Sell |
63,235
-1,907
| -3% | -$135K | 3.12% | 10 |
|
|
2024
Q1 | $4.61M | Sell |
65,142
-19,670
| -23% | -$1.39M | 3.24% | 9 |
|
|
2023
Q4 | $5.55M | Sell |
84,812
-11,755
| -12% | -$769K | 4.28% | 5 |
|
|
2023
Q3 | $5.81M | Sell |
96,567
-316
| -0.3% | -$19K | 4.82% | 5 |
|
|
2023
Q2 | $6.02M | Buy |
96,883
+259
| +0.3% | +$16.1K | 4.82% | 7 |
|
|
2023
Q1 | $5.85M | Sell |
96,624
-29,151
| -23% | -$1.77M | 5.01% | 7 |
|
|
2022
Q4 | $7.63M | Buy |
+125,775
| New | +$7.63M | 6.96% | 4 |
|