J.W. Cole Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $264K | Buy |
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|
2025
Q4 | $259K | Sell |
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|
2025
Q3 | $257K | Buy |
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|
2025
Q2 | $234K | Buy |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $207K | Buy |
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|
2024
Q3 | $208K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.47M | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $656K | Buy |
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|
2021
Q1 | $527K | Buy |
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|
2020
Q4 | $407K | Buy |
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|
2020
Q3 | $296K | Buy |
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