LRI Investments’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 | $194K | Sell |
2,441
-10
| -0.4% | -$795 | 0.02% | 292 |
|
|
2025
Q1 | $189K | Buy |
2,451
+2,161
| +745% | +$166K | 0.02% | 276 |
|
|
2024
Q4 | $22K | Hold |
290
| – | – | ﹤0.01% | 645 |
|
|
2024
Q3 | $22.8K | Buy |
290
+1
| +0.3% | +$79 | ﹤0.01% | 635 |
|
|
2024
Q2 | $20.5K | Sell |
289
-24
| -8% | -$1.7K | ﹤0.01% | 601 |
|
|
2024
Q1 | $22.1K | Buy |
+313
| New | +$22.1K | 0.01% | 368 |
|