IFP Advisors’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 | $363K | Buy |
4,561
+2
| +0% | +$159 | 0.01% | 972 |
|
|
2025
Q1 | $351K | Hold |
4,559
| – | – | 0.01% | 916 |
|
|
2024
Q4 | $346K | Hold |
4,559
| – | – | 0.01% | 886 |
|
|
2024
Q3 | $350K | Buy |
4,559
+3,048
| +202% | +$234K | 0.01% | 836 |
|
|
2024
Q2 | $107K | Hold |
1,511
| – | – | ﹤0.01% | 1338 |
|
|
2024
Q1 | $107K | Hold |
1,511
| – | – | ﹤0.01% | 1263 |
|
|
2023
Q4 | $98.8K | Sell |
1,511
-1,030
| -41% | -$67.3K | ﹤0.01% | 1250 |
|
|
2023
Q3 | $153K | Hold |
2,541
| – | – | 0.01% | 1088 |
|
|
2023
Q2 | $158K | Hold |
2,541
| – | – | 0.01% | 1131 |
|
|
2023
Q1 | $232K | Sell |
2,541
-488
| -16% | -$44.6K | 0.01% | 890 |
|
|
2022
Q4 | $276K | Sell |
3,029
-351
| -10% | -$32K | 0.01% | 1180 |
|
|
2022
Q3 | $309K | Buy |
3,380
+822
| +32% | +$75.1K | 0.01% | 1179 |
|
|
2022
Q2 | $233K | Hold |
2,558
| – | – | 0.01% | 1198 |
|
|
2022
Q1 | $233K | Buy |
2,558
+838
| +49% | +$76.3K | 0.01% | 1198 |
|
|
2021
Q4 | $112K | Hold |
1,720
| – | – | ﹤0.01% | 1199 |
|
|
2021
Q3 | $101K | Sell |
1,720
-260
| -13% | -$15.3K | ﹤0.01% | 1254 |
|
|
2021
Q2 | $117K | Hold |
1,980
| – | – | ﹤0.01% | 1163 |
|
|
2021
Q1 | $112K | Sell |
1,980
-210
| -10% | -$11.9K | ﹤0.01% | 1120 |
|
|
2020
Q4 | $115K | Sell |
2,190
-40
| -2% | -$2.1K | ﹤0.01% | 1061 |
|
|
2020
Q3 | $104K | Hold |
2,230
| – | – | 0.01% | 972 |
|
|
2020
Q2 | $100K | Hold |
2,230
| – | – | 0.01% | 926 |
|
|
2020
Q1 | $89K | Hold |
2,230
| – | – | 0.01% | 874 |
|
|
2019
Q4 | $118K | Sell |
2,230
-1,442
| -39% | -$76.3K | 0.01% | 867 |
|
|
2019
Q3 | $183K | Buy |
+3,672
| New | +$183K | 0.01% | 802 |
|
|
2019
Q1 | $117K | Sell |
2,474
-2,496
| -50% | -$118K | 0.02% | 635 |
|
|
2018
Q4 | $208K | Sell |
4,970
-544
| -10% | -$22.8K | 0.01% | 845 |
|
|
2018
Q3 | $265K | Buy |
5,514
+70
| +1% | +$3.36K | 0.01% | 927 |
|
|
2018
Q2 | $248K | Buy |
5,444
+1,548
| +40% | +$70.5K | 0.01% | 953 |
|
|
2018
Q1 | $181K | Hold |
3,896
| – | – | 0.01% | 1033 |
|
|
2017
Q4 | $181K | Buy |
3,896
+954
| +32% | +$44.3K | 0.01% | 1032 |
|
|
2017
Q3 | $129K | Buy |
2,942
+44
| +2% | +$1.93K | 0.01% | 1393 |
|
|
2017
Q2 | $123K | Buy |
2,898
+10
| +0.3% | +$424 | 0.01% | 1407 |
|
|
2017
Q1 | $121K | Buy |
2,888
+10
| +0.3% | +$419 | 0.01% | 1382 |
|
|
2016
Q4 | $117K | Buy |
2,878
+12
| +0.4% | +$488 | 0.01% | 1349 |
|
|
2016
Q3 | $112K | Buy |
2,866
+12
| +0.4% | +$469 | 0.01% | 1295 |
|
|
2016
Q2 | $109K | Buy |
2,854
+380
| +15% | +$14.5K | 0.01% | 1275 |
|
|
2016
Q1 | $117K | Sell |
2,474
-358
| -13% | -$16.9K | 0.02% | 635 |
|
|
2015
Q4 | $101K | Buy |
+2,832
| New | +$101K | 0.01% | 1168 |
|