Midland Wealth Advisors’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 | $233K | Hold |
2,935
| – | – | 0.01% | 160 |
|
|
2025
Q1 | $226K | Hold |
2,935
| – | – | 0.01% | 172 |
|
|
2024
Q4 | $223K | Hold |
2,935
| – | – | 0.01% | 185 |
|
|
2024
Q3 | $225K | Sell |
2,935
-315
| -10% | -$24.2K | 0.01% | 186 |
|
|
2024
Q2 | $230K | Hold |
3,250
| – | – | 0.01% | 197 |
|
|
2024
Q1 | $230K | Sell |
3,250
-700
| -18% | -$49.5K | 0.01% | 180 |
|
|
2023
Q4 | $258K | Buy |
+3,950
| New | +$258K | 0.02% | 167 |
|