IAG Wealth Partners’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 | $27.8K | Hold |
350
| – | – | ﹤0.01% | 252 |
|
|
2025
Q1 | $26.9K | Hold |
350
| – | – | ﹤0.01% | 251 |
|
|
2024
Q4 | $26.6K | Hold |
350
| – | – | ﹤0.01% | 255 |
|
|
2024
Q3 | $26.8K | Hold |
350
| – | – | 0.01% | 246 |
|
|
2024
Q2 | $24.8K | Hold |
350
| – | – | 0.01% | 251 |
|
|
2024
Q1 | $24.8K | Hold |
350
| – | – | 0.01% | 222 |
|
|
2023
Q4 | $22.9K | Hold |
350
| – | – | 0.01% | 225 |
|
|
2023
Q3 | $21.1K | Sell |
350
-26
| -7% | -$1.56K | 0.01% | 222 |
|
|
2023
Q2 | $23.3K | Hold |
376
| – | – | 0.01% | 221 |
|
|
2023
Q1 | $22.8K | Sell |
376
-220
| -37% | -$13.3K | 0.01% | 213 |
|
|
2022
Q4 | $36.1K | Hold |
596
| – | – | 0.01% | 165 |
|
|
2022
Q3 | $32K | Hold |
596
| – | – | 0.01% | 162 |
|
|
2022
Q2 | $35K | Hold |
596
| – | – | 0.01% | 157 |
|
|
2022
Q1 | $38K | Hold |
596
| – | – | 0.01% | 163 |
|
|
2021
Q4 | $39K | Hold |
596
| – | – | 0.01% | 158 |
|
|
2021
Q3 | $35K | Hold |
596
| – | – | 0.01% | 152 |
|
|
2021
Q2 | $36K | Sell |
596
-304
| -34% | -$18.4K | 0.01% | 149 |
|
|
2021
Q1 | $51K | Hold |
900
| – | – | 0.02% | 109 |
|
|
2020
Q4 | $48K | Buy |
900
+156
| +21% | +$8.32K | 0.02% | 110 |
|
|
2020
Q3 | $35K | Hold |
744
| – | – | 0.02% | 123 |
|
|
2020
Q2 | $34K | Hold |
744
| – | – | 0.02% | 123 |
|
|
2020
Q1 | $30K | Buy |
+744
| New | +$30K | 0.02% | 122 |
|