Kestra Advisory Services’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 | $11.5M | Buy |
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|
2025
Q1 | $4.28M | Buy |
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|
2024
Q4 | $7.95M | Buy |
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|
2024
Q3 | $7.38M | Sell |
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|
2024
Q2 | $7.1M | Sell |
|
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|
2024
Q1 | $7.24M | Sell |
|
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|
2023
Q4 | $6.92M | Sell |
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|
2023
Q3 | $6.45M | Buy |
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|
2023
Q2 | $6.34M | Buy |
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|
2023
Q1 | $6.06M | Buy |
|
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|
2022
Q4 | $5.95M | Buy |
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|
2022
Q3 | $4.81M | Buy |
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|
2022
Q2 | $4.86M | Buy |
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|
2022
Q1 | $5M | Buy |
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|
2021
Q4 | $4.6M | Buy |
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|
2021
Q3 | $4.01M | Buy |
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|
2021
Q2 | $3.95M | Buy |
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|
2021
Q1 | $3.59M | Buy |
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|
2020
Q4 | $3.25M | Buy |
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|
2020
Q3 | $2.73M | Buy |
|