Gradient Capital Advisors’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
Q2 | $392K | Hold |
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|
2025
Q1 | $380K | Hold |
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|
2024
Q4 | $374K | Hold |
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|
2024
Q3 | $378K | Hold |
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|
2024
Q2 | $349K | Sell |
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|
2024
Q1 | $448K | Hold |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $462K | Hold |
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|
2023
Q2 | $477K | Hold |
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|
2023
Q1 | $466K | Hold |
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|
2022
Q4 | $466K | Hold |
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|
2022
Q3 | $417K | Hold |
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|
2022
Q2 | $445K | Hold |
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|
2022
Q1 | $496K | Hold |
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|
2021
Q4 | $498K | Hold |
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|
2021
Q3 | $451K | Hold |
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|
2021
Q2 | $455K | Sell |
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|
2021
Q1 | $440K | Hold |
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|
2020
Q4 | $408K | Sell |
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|
2020
Q3 | $375K | Hold |
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|
2020
Q2 | $359K | Hold |
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|
2020
Q1 | $312K | Sell |
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|
2019
Q4 | $484K | Hold |
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|
2019
Q3 | $455K | Sell |
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|
2019
Q2 | $479K | Hold |
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|
2019
Q1 | $466K | Hold |
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|
2018
Q4 | $417K | Hold |
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|
2018
Q3 | $473K | Sell |
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|
2018
Q2 | $503K | Sell |
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|
2018
Q1 | $522K | Hold |
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|
2017
Q4 | $545K | Buy |
|