Insigneo Advisory Services’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
Q1 | – | Sell |
-9,474
| Closed | -$719K | – | 654 |
|
|
2024
Q4 | $719K | Buy |
9,474
+2,500
| +36% | +$190K | 0.07% | 212 |
|
|
2024
Q3 | $535K | Buy |
6,974
+1,140
| +20% | +$87.4K | 0.05% | 301 |
|
|
2024
Q2 | $408K | Buy |
5,834
+438
| +8% | +$30.7K | 0.05% | 332 |
|
|
2024
Q1 | $382K | Hold |
5,396
| – | – | 0.05% | 320 |
|
|
2023
Q4 | $353K | Hold |
5,396
| – | – | 0.05% | 303 |
|
|
2023
Q3 | $325K | Hold |
5,396
| – | – | 0.07% | 272 |
|
|
2023
Q2 | $335K | Hold |
5,396
| – | – | 0.06% | 262 |
|
|
2023
Q1 | $327K | Hold |
5,396
| – | – | 0.1% | 193 |
|
|
2022
Q4 | $327K | Buy |
+5,396
| New | +$327K | 0.12% | 178 |
|