JPMorgan Chase & Co’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
Q2 | $6.11M | Buy |
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|
2025
Q1 | $5.75M | Buy |
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|
2024
Q4 | $5.5M | Buy |
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|
2024
Q3 | $5.29M | Buy |
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|
2024
Q2 | $4.35M | Sell |
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|
2024
Q1 | $5.43M | Sell |
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|
2023
Q4 | $5.31M | Buy |
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|
2023
Q3 | $3.45M | Sell |
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|
2023
Q2 | $3.63M | Buy |
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|
2023
Q1 | $2.99M | Sell |
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|
2022
Q4 | $3.01M | Buy |
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|
2022
Q3 | $379K | Hold |
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|
2022
Q2 | $404K | Hold |
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|
2022
Q1 | $450K | Hold |
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|
2021
Q4 | $452K | Sell |
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|
2021
Q3 | $421K | Sell |
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|
2021
Q2 | $449K | Hold |
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|
2021
Q1 | $428K | Hold |
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|
2020
Q4 | $397K | Hold |
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|
2020
Q3 | $352K | Hold |
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|
2020
Q2 | $341K | Hold |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $511K | Hold |
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|
2019
Q3 | $479K | Buy |
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|
2019
Q2 | $365K | Hold |
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|
2019
Q1 | $358K | Hold |
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|
2018
Q4 | $321K | Hold |
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|
2018
Q3 | $364K | Hold |
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|
2018
Q2 | $345K | Buy |
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|
2018
Q1 | – | Hold |
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|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Hold |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $42K | Buy |
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|
2016
Q4 | – | Hold |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Hold |
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|
2015
Q3 | – | Hold |
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|
2015
Q2 | – | Hold |
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|
2015
Q1 | – | Hold |
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|
2014
Q4 | – | Hold |
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|
2014
Q3 | – | Hold |
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|
2014
Q2 | – | Hold |
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|
2014
Q1 | – | Hold |
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|
2013
Q4 | – | Hold |
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|
2013
Q3 | – | Hold |
|