Jackson Square Capital’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
Q2 | $220K | Hold |
2,771
| – | – | 0.05% | 141 |
|
|
2025
Q1 | $213K | Sell |
2,771
-219
| -7% | -$16.9K | 0.07% | 128 |
|
|
2024
Q4 | $227K | Hold |
2,990
| – | – | 0.05% | 138 |
|
|
2024
Q3 | $229K | Hold |
2,990
| – | – | 0.06% | 130 |
|
|
2024
Q2 | $212K | Hold |
2,990
| – | – | 0.05% | 124 |
|
|
2024
Q1 | $211K | Buy |
+2,990
| New | +$211K | 0.05% | 132 |
|