Geneos Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $477K | Hold |
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|
2025
Q2 | $451K | Sell |
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|
2025
Q1 | $950K | Buy |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $264K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $333K | Hold |
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|
2021
Q3 | $305K | Hold |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | $271K | Buy |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q3 | $189K | Hold |
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|
2020
Q2 | $179K | Hold |
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|
2020
Q1 | $158K | Hold |
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|
2019
Q4 | $216K | Hold |
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|
2019
Q3 | $202K | Hold |
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|
2019
Q2 | $199K | Hold |
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|
2019
Q1 | $193K | Hold |
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|
2018
Q4 | $171K | Hold |
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|
2018
Q3 | $196K | Hold |
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|
2018
Q2 | $186K | Hold |
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|
2018
Q1 | $182K | Hold |
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|
2017
Q4 | $190K | Hold |
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|
2017
Q3 | $179K | Hold |
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|
2017
Q2 | $174K | Hold |
|
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|
2017
Q1 | $172K | Hold |
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|
2016
Q4 | $166K | Hold |
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|
2016
Q3 | $160K | Buy |
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|
2016
Q2 | $126K | Hold |
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|
2016
Q1 | $123K | Buy |
|