ICA Group Wealth Management’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
2024
Q2
$11.8K Sell
2024
Q1
$314K Sell
2023
Q4
$313K Sell
2023
Q3
$323K Sell
2023
Q2
$372K Sell
2023
Q1
$376K Buy
2022
Q4
$366K Sell
2022
Q3
$335K Hold
2022
Q2
$388K Sell
2022
Q1
$460K Buy