IFP 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 | $363K | Buy |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $346K | Hold |
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|
2024
Q3 | $350K | Buy |
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|
2024
Q2 | $107K | Hold |
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|
2024
Q1 | $107K | Hold |
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|
2023
Q4 | $98.8K | Sell |
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|
2023
Q3 | $153K | Hold |
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|
2023
Q2 | $158K | Hold |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $112K | Hold |
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|
2021
Q3 | $101K | Sell |
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|
2021
Q2 | $117K | Hold |
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|
2021
Q1 | $112K | Sell |
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|
2020
Q4 | $115K | Sell |
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|
2020
Q3 | $104K | Hold |
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|
2020
Q2 | $100K | Hold |
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|
2020
Q1 | $89K | Hold |
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|
2019
Q4 | $118K | Sell |
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|
2019
Q3 | $183K | Buy |
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|
2019
Q1 | $117K | Sell |
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|
2018
Q4 | $208K | Sell |
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|
2018
Q3 | $265K | Buy |
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|
2018
Q2 | $248K | Buy |
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|
2018
Q1 | $181K | Hold |
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|
2017
Q4 | $181K | Buy |
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|
2017
Q3 | $129K | Buy |
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|
2017
Q2 | $123K | Buy |
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|
2017
Q1 | $121K | Buy |
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|
2016
Q4 | $117K | Buy |
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|
2016
Q3 | $112K | Buy |
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|
2016
Q2 | $109K | Buy |
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|
2016
Q1 | $117K | Sell |
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|
2015
Q4 | $101K | Buy |
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