Glen Eagle 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 | $22.3K | Buy |
280
+1
| +0.4% | +$79 | ﹤0.01% | 536 |
|
|
2025
Q1 | $21.5K | Buy |
279
+1
| +0.4% | +$77 | ﹤0.01% | 535 |
|
|
2024
Q4 | $21.1K | Buy |
278
+182
| +190% | +$13.8K | ﹤0.01% | 546 |
|
|
2024
Q3 | $7.36K | Hold |
96
| – | – | ﹤0.01% | 712 |
|
|
2024
Q2 | $6.8K | Sell |
96
-180
| -65% | -$12.8K | ﹤0.01% | 712 |
|
|
2024
Q1 | $19.5K | Hold |
276
| – | – | ﹤0.01% | 553 |
|
|
2023
Q4 | $18K | Hold |
276
| – | – | ﹤0.01% | 546 |
|
|
2023
Q3 | $16.6K | Hold |
276
| – | – | ﹤0.01% | 550 |
|
|
2023
Q2 | $17.1K | Buy |
276
+180
| +188% | +$11.2K | ﹤0.01% | 552 |
|
|
2023
Q1 | $5.82K | Hold |
96
| – | – | ﹤0.01% | 697 |
|
|
2022
Q4 | $5.82K | Hold |
96
| – | – | ﹤0.01% | 689 |
|
|
2022
Q3 | $5.21K | Sell |
96
-180
| -65% | -$9.77K | ﹤0.01% | 698 |
|
|
2022
Q2 | $16K | Buy |
276
+180
| +188% | +$10.4K | ﹤0.01% | 548 |
|
|
2022
Q1 | $6.2K | Hold |
96
| – | – | ﹤0.01% | 689 |
|
|
2021
Q4 | $6.22K | Hold |
96
| – | – | ﹤0.01% | 689 |
|
|
2021
Q3 | $5.64K | Hold |
96
| – | – | ﹤0.01% | 804 |
|
|
2021
Q2 | $5.69K | Hold |
96
| – | – | ﹤0.01% | 795 |
|
|
2021
Q1 | $5.43K | Hold |
96
| – | – | ﹤0.01% | 755 |
|
|
2020
Q4 | $5.03K | Hold |
96
| – | – | ﹤0.01% | 740 |
|
|
2020
Q3 | $4.51K | Sell |
96
-68
| -41% | -$3.2K | ﹤0.01% | 707 |
|
|
2020
Q2 | $7.39K | Buy |
164
+68
| +71% | +$3.06K | ﹤0.01% | 609 |
|
|
2020
Q1 | $3.76K | Buy |
+96
| New | +$3.76K | ﹤0.01% | 661 |
|