Mariner’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 | $1.92M | Buy |
24,101
+3,101
| +15% | +$247K | ﹤0.01% | 1361 |
|
|
2025
Q1 | $1.62M | Buy |
21,000
+7,315
| +53% | +$563K | ﹤0.01% | 1356 |
|
|
2024
Q4 | $1.04M | Sell |
13,685
-210
| -2% | -$15.9K | ﹤0.01% | 1618 |
|
|
2024
Q3 | $1.07M | Buy |
13,895
+1,171
| +9% | +$89.8K | ﹤0.01% | 1554 |
|
|
2024
Q2 | $901K | Hold |
12,724
| – | – | ﹤0.01% | 1585 |
|
|
2024
Q1 | $900K | Sell |
12,724
-51,451
| -80% | -$3.64M | ﹤0.01% | 1580 |
|
|
2023
Q4 | $4.2M | Buy |
64,175
+1,497
| +2% | +$97.9K | 0.01% | 748 |
|
|
2023
Q3 | $3.77M | Buy |
62,678
+713
| +1% | +$42.9K | 0.01% | 739 |
|
|
2023
Q2 | $3.85M | Buy |
61,965
+5,253
| +9% | +$326K | 0.01% | 734 |
|
|
2023
Q1 | $3.44M | Sell |
56,712
-3,582
| -6% | -$217K | 0.01% | 749 |
|
|
2022
Q4 | $3.66M | Buy |
60,294
+48,442
| +409% | +$2.94M | 0.01% | 715 |
|
|
2022
Q3 | $643K | Buy |
11,852
+1,500
| +14% | +$81.4K | ﹤0.01% | 1277 |
|
|
2022
Q2 | $600K | Sell |
10,352
-1,466
| -12% | -$85K | ﹤0.01% | 1063 |
|
|
2022
Q1 | $763K | Hold |
11,818
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q4 | $765K | Buy |
+11,818
| New | +$765K | ﹤0.01% | 900 |
|