Institute for Wealth Management’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
Q3 | $944K | Hold |
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|
2025
Q2 | $894K | Hold |
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|
2025
Q1 | $865K | Hold |
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|
2024
Q4 | $853K | Hold |
|
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|
2024
Q3 | $862K | Sell |
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|
2024
Q2 | $828K | Hold |
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|
2024
Q1 | $827K | Sell |
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|
2023
Q4 | $771K | Sell |
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|
2023
Q3 | $724K | Sell |
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|
2023
Q2 | $767K | Hold |
|
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|
2023
Q1 | $749K | Hold |
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|
2022
Q4 | $749K | Buy |
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|
2022
Q3 | $657K | Buy |
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|
2022
Q2 | $697K | Sell |
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|
2022
Q1 | $781K | Buy |
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|
2021
Q4 | $758K | Sell |
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|
2021
Q3 | $689K | Buy |
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|
2021
Q2 | $632K | Hold |
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|
2021
Q1 | $603K | Hold |
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|
2020
Q4 | $559K | Hold |
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|
2020
Q3 | $501K | Hold |
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|
2020
Q2 | $480K | Sell |
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|
2020
Q1 | $433K | Sell |
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|
2019
Q4 | $658K | Hold |
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|
2019
Q3 | $618K | Hold |
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|
2019
Q2 | $605K | Buy |
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|
2019
Q1 | $578K | Buy |
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|
2018
Q4 | $477K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $629K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $480K | Buy |
|