Moloney Securities Asset Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$210K Buy
2024
Q4
$200K Buy
2022
Q2
Sell
2022
Q1
$289K Buy
2021
Q4
$288K Buy
2021
Q3
$243K Buy