HB Wealth Management’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 | $1.12M | Hold |
14,030
| – | – | 0.01% | 489 |
|
|
2025
Q1 | $1.08M | Buy |
14,030
+1,150
| +9% | +$88.5K | 0.01% | 508 |
|
|
2024
Q4 | $977K | Hold |
12,880
| – | – | 0.01% | 414 |
|
|
2024
Q3 | $988K | Sell |
12,880
-5
| -0% | -$383 | 0.01% | 395 |
|
|
2024
Q2 | $913K | Buy |
12,885
+5
| +0% | +$354 | 0.01% | 385 |
|
|
2024
Q1 | $911K | Hold |
12,880
| – | – | 0.01% | 368 |
|
|
2023
Q4 | $842K | Sell |
12,880
-1,072
| -8% | -$70.1K | 0.01% | 345 |
|
|
2023
Q3 | $839K | Hold |
13,952
| – | – | 0.01% | 324 |
|
|
2023
Q2 | $866K | Hold |
13,952
| – | – | 0.01% | 308 |
|
|
2023
Q1 | $845K | Hold |
13,952
| – | – | 0.01% | 311 |
|
|
2022
Q4 | $846K | Hold |
13,952
| – | – | 0.02% | 306 |
|
|
2022
Q3 | $757K | Sell |
13,952
-201
| -1% | -$10.9K | 0.02% | 287 |
|
|
2022
Q2 | $820K | Buy |
14,153
+201
| +1% | +$11.6K | 0.02% | 276 |
|
|
2022
Q1 | $901K | Hold |
13,952
| – | – | 0.02% | 280 |
|
|
2021
Q4 | $903K | Buy |
+13,952
| New | +$903K | 0.02% | 251 |
|