Focus Partners Wealth’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 | $2.4M | Buy |
30,178
+3,346
| +12% | +$266K | 0.01% | 852 |
|
|
2025
Q1 | $2.06M | Sell |
26,832
-10
| -0% | -$769 | 0.01% | 834 |
|
|
2024
Q4 | $2.04M | Buy |
+26,842
| New | +$2.04M | 0.01% | 826 |
|
|
2024
Q3 | – | Sell |
-25,469
| Closed | -$1.86M | – | 1589 |
|
|
2024
Q2 | $1.86M | Buy |
25,469
+51
| +0.2% | +$3.72K | 0.01% | 664 |
|
|
2024
Q1 | $1.71M | Buy |
+25,418
| New | +$1.71M | 0.01% | 512 |
|