Kapstone Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $274K | Hold |
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|
2024
Q3 | $267K | Hold |
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|
2024
Q2 | $248K | Hold |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $232K | Hold |
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|
2023
Q3 | $211K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $215K | Hold |
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|
2022
Q4 | $221K | Buy |
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