GWP
Gateway Wealth Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
9,321
-500
| -5% | -$39.8K | 0.14% | 161 |
|
|
2025
Q1 | $756K | Buy |
9,821
+64
| +0.7% | +$4.93K | 0.17% | 134 |
|
|
2024
Q4 | $740K | Buy |
9,757
+448
| +5% | +$34K | 0.19% | 117 |
|
|
2024
Q3 | $714K | Buy |
9,309
+649
| +7% | +$49.8K | 0.2% | 110 |
|
|
2024
Q2 | $613K | Buy |
8,660
+308
| +4% | +$21.8K | 0.19% | 131 |
|
|
2024
Q1 | $591K | Buy |
8,352
+390
| +5% | +$27.6K | 0.21% | 110 |
|
|
2023
Q4 | $521K | Buy |
7,962
+50
| +0.6% | +$3.27K | 0.21% | 102 |
|
|
2023
Q3 | $476K | Buy |
7,912
+1,574
| +25% | +$94.7K | 0.09% | 128 |
|
|
2023
Q2 | $394K | Buy |
+6,338
| New | +$394K | 0.07% | 148 |
|