MWM
Maripau Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,679
| Closed | -$203K | – | 138 |
|
|
2024
Q4 | $203K | Buy |
+2,679
| New | +$203K | 0.12% | 136 |
|
|
2024
Q3 | – | Sell |
-2,974
| Closed | -$211K | – | 68 |
|
|
2024
Q2 | $211K | Sell |
2,974
-2,179
| -42% | -$154K | 0.14% | 133 |
|
|
2024
Q1 | $364K | Buy |
5,153
+91
| +2% | +$6.44K | 0.27% | 77 |
|
|
2023
Q4 | $331K | Sell |
5,062
-9,680
| -66% | -$633K | 0.29% | 71 |
|
|
2023
Q3 | $887K | Buy |
14,742
+1,829
| +14% | +$110K | 0.82% | 30 |
|
|
2023
Q2 | $802K | Buy |
+12,913
| New | +$802K | 0.71% | 31 |
|