MGO 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 | $1.12M | Sell |
14,070
-1,498
| -10% | -$119K | 0.72% | 31 |
|
|
2025
Q1 | $1.2M | Sell |
15,568
-2,559
| -14% | -$197K | 0.84% | 26 |
|
|
2024
Q4 | $1.38M | Sell |
18,127
-1,651
| -8% | -$125K | 0.98% | 22 |
|
|
2024
Q3 | $1.52M | Sell |
19,778
-312
| -2% | -$23.9K | 1.08% | 21 |
|
|
2024
Q2 | $1.42M | Sell |
20,090
-202
| -1% | -$14.3K | 0.89% | 25 |
|
|
2024
Q1 | $1.44M | Sell |
20,292
-1,733
| -8% | -$123K | 0.9% | 25 |
|
|
2023
Q4 | $1.44M | Buy |
22,025
+194
| +0.9% | +$12.7K | 0.99% | 22 |
|
|
2023
Q3 | $1.31M | Sell |
21,831
-1,475
| -6% | -$88.8K | 0.98% | 22 |
|
|
2023
Q2 | $1.45M | Sell |
23,306
-3,517
| -13% | -$218K | 1.09% | 23 |
|
|
2023
Q1 | $1.63M | Sell |
26,823
-51,735
| -66% | -$3.13M | 1.27% | 23 |
|
|
2022
Q4 | $4.76M | Sell |
78,558
-49,985
| -39% | -$3.03M | 2.17% | 12 |
|
|
2022
Q3 | $6.98M | Buy |
+128,543
| New | +$6.98M | 3.32% | 6 |
|