Merit 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 | $2.99M | Buy |
37,650
+2,588
| +7% | +$206K | 0.03% | 405 |
|
|
2025
Q1 | $2.7M | Buy |
35,062
+258
| +0.7% | +$19.9K | 0.04% | 348 |
|
|
2024
Q4 | $2.64M | Buy |
34,804
+241
| +0.7% | +$18.3K | 0.05% | 301 |
|
|
2024
Q3 | $2.65M | Sell |
34,563
-11,224
| -25% | -$861K | 0.06% | 239 |
|
|
2024
Q2 | $3.24M | Sell |
45,787
-155
| -0.3% | -$11K | 0.07% | 202 |
|
|
2024
Q1 | $3.15M | Buy |
+45,942
| New | +$3.15M | 0.08% | 204 |
|