Great Valley Advisor Group’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 | $598K | Buy |
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|
2025
Q1 | $468K | Hold |
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|
2024
Q4 | $461K | Buy |
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|
2024
Q3 | $461K | Sell |
|
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|
2024
Q2 | $577K | Buy |
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|
2024
Q1 | $573K | Buy |
|
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|
2023
Q4 | $466K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $1.47M | Sell |
|
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $3.05M | Sell |
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|
2021
Q3 | $2.77M | Sell |
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|
2021
Q2 | $3.03M | Sell |
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|
2021
Q1 | $2.92M | Sell |
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|
2020
Q4 | $2.74M | Buy |
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|
2020
Q3 | $2.33M | Buy |
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|
2020
Q2 | $2.19M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $536K | Buy |
|