Larson Financial Group’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 | $36.5K | Hold |
459
| – | – | ﹤0.01% | 1193 |
|
|
2025
Q1 | $35.3K | Hold |
459
| – | – | ﹤0.01% | 1145 |
|
|
2024
Q4 | $34.8K | Hold |
459
| – | – | ﹤0.01% | 1013 |
|
|
2024
Q3 | $35.2K | Hold |
459
| – | – | ﹤0.01% | 1006 |
|
|
2024
Q2 | $32.5K | Buy |
459
+150
| +49% | +$10.6K | ﹤0.01% | 915 |
|
|
2024
Q1 | $21.8K | Hold |
309
| – | – | ﹤0.01% | 868 |
|
|
2023
Q4 | $20.2K | Hold |
309
| – | – | ﹤0.01% | 852 |
|
|
2023
Q3 | $18.6K | Hold |
309
| – | – | ﹤0.01% | 832 |
|
|
2023
Q2 | $19.2K | Hold |
309
| – | – | ﹤0.01% | 745 |
|
|
2023
Q1 | $18.7K | Hold |
309
| – | – | ﹤0.01% | 754 |
|
|
2022
Q4 | $18.7K | Hold |
309
| – | – | ﹤0.01% | 705 |
|
|
2022
Q3 | $17K | Hold |
309
| – | – | ﹤0.01% | 661 |
|
|
2022
Q2 | $18K | Hold |
309
| – | – | ﹤0.01% | 561 |
|
|
2022
Q1 | $20K | Hold |
309
| – | – | ﹤0.01% | 523 |
|
|
2021
Q4 | $20K | Buy |
309
+1
| +0.3% | +$65 | ﹤0.01% | 537 |
|
|
2021
Q3 | $18K | Hold |
308
| – | – | ﹤0.01% | 484 |
|
|
2021
Q2 | $18K | Hold |
308
| – | – | ﹤0.01% | 452 |
|
|
2021
Q1 | $17K | Hold |
308
| – | – | 0.01% | 439 |
|
|
2020
Q4 | $16K | Hold |
308
| – | – | 0.01% | 412 |
|
|
2020
Q3 | $15K | Hold |
308
| – | – | 0.01% | 370 |
|
|
2020
Q2 | $14K | Hold |
308
| – | – | 0.01% | 330 |
|
|
2020
Q1 | $12K | Hold |
308
| – | – | 0.01% | 263 |
|
|
2019
Q4 | $16K | Buy |
+308
| New | +$16K | 0.01% | 243 |
|