IAA
Independent Advisor Alliance’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-58,293
| Closed | -$4.42M | – | 923 |
|
|
2024
Q4 | $4.42M | Buy |
+58,293
| New | +$4.42M | 0.06% | 297 |
|
|
2020
Q1 | – | Sell |
-63,684
| Closed | -$6.72M | – | 489 |
|
|
2019
Q4 | $6.72M | Buy |
63,684
+18,500
| +41% | +$1.95M | 0.29% | 79 |
|
|
2019
Q3 | $4.63M | Buy |
45,184
+61
| +0.1% | +$6.24K | 0.56% | 36 |
|
|
2019
Q2 | $4K | Sell |
45,123
-14,038
| -24% | -$1.24K | ﹤0.01% | 406 |
|
|
2019
Q1 | $5.6M | Buy |
59,161
+46,654
| +373% | +$4.41M | 0.79% | 31 |
|
|
2018
Q4 | $1.14M | Buy |
12,507
+1,393
| +13% | +$127K | 0.2% | 107 |
|
|
2018
Q3 | $1K | Sell |
11,114
-230
| -2% | -$21 | ﹤0.01% | 364 |
|
|
2018
Q2 | $1K | Buy |
+11,344
| New | +$1K | ﹤0.01% | 343 |
|
|
2017
Q2 | – | Sell |
-44,053
| Closed | -$3.69M | – | 265 |
|
|
2017
Q1 | $3.69M | Buy |
+44,053
| New | +$3.69M | 0.58% | 51 |
|