Independent Advisor Alliance’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
Q1 | – | Sell |
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|
2024
Q4 | $4.42M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.72M | Buy |
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|
2019
Q3 | $4.63M | Buy |
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|
2019
Q2 | $4K | Sell |
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|
2019
Q1 | $5.6M | Buy |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $1K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3.69M | Buy |
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