Melone Private Wealth’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 | $9.87M | Buy |
124,971
+2,525
| +2% | +$200K | 5.05% | 8 |
|
|
2025
Q1 | $9.42M | Buy |
122,446
+1,889
| +2% | +$145K | 4.93% | 8 |
|
|
2024
Q4 | $9.15M | Buy |
120,557
+2,632
| +2% | +$200K | 4.74% | 8 |
|
|
2024
Q3 | $9.04M | Buy |
117,925
+2,146
| +2% | +$165K | 4.8% | 9 |
|
|
2024
Q2 | $8.2M | Buy |
115,779
+756
| +0.7% | +$53.5K | 4.86% | 8 |
|
|
2024
Q1 | $8.13M | Sell |
115,023
-1,271
| -1% | -$89.9K | 4.88% | 8 |
|
|
2023
Q4 | $7.6M | Buy |
116,294
+1,540
| +1% | +$101K | 4.84% | 8 |
|
|
2023
Q3 | $6.9M | Buy |
114,754
+5,576
| +5% | +$336K | 4.94% | 7 |
|
|
2023
Q2 | $6.78M | Buy |
109,178
+5,858
| +6% | +$364K | 4.78% | 9 |
|
|
2023
Q1 | $6.27M | Buy |
103,320
+3,363
| +3% | +$204K | 4.78% | 8 |
|
|
2022
Q4 | $6.06M | Sell |
99,957
-2,186
| -2% | -$133K | 5.14% | 5 |
|
|
2022
Q3 | $5.78M | Buy |
102,143
+1,593
| +2% | +$90.2K | 5.05% | 6 |
|
|
2022
Q2 | $5.89M | Buy |
100,550
+1,001
| +1% | +$58.7K | 4.99% | 6 |
|
|
2022
Q1 | $6.31M | Buy |
99,549
+673
| +0.7% | +$42.7K | 5.15% | 5 |
|
|
2021
Q4 | $6.4M | Buy |
+98,876
| New | +$6.4M | 4.82% | 5 |
|