Moseley Investment Management’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 | $226K | Hold |
2,848
| – | – | 0.08% | 149 |
|
|
2025
Q1 | $219K | Hold |
2,848
| – | – | 0.09% | 140 |
|
|
2024
Q4 | $216K | Hold |
2,848
| – | – | 0.08% | 140 |
|
|
2024
Q3 | $218K | Sell |
2,848
-172
| -6% | -$13.2K | 0.09% | 145 |
|
|
2024
Q2 | $214K | Hold |
3,020
| – | – | 0.1% | 137 |
|
|
2024
Q1 | $214K | Sell |
3,020
-4,090
| -58% | -$289K | 0.11% | 136 |
|
|
2023
Q4 | $465K | Hold |
7,110
| – | – | 0.26% | 89 |
|
|
2023
Q3 | $428K | Hold |
7,110
| – | – | 0.26% | 89 |
|
|
2023
Q2 | $441K | Hold |
7,110
| – | – | 0.26% | 88 |
|
|
2023
Q1 | $431K | Sell |
7,110
-500
| -7% | -$30.3K | 0.28% | 86 |
|
|
2022
Q4 | $462K | Buy |
7,610
+3,290
| +76% | +$200K | 0.33% | 77 |
|
|
2022
Q3 | $234K | Hold |
4,320
| – | – | 0.17% | 121 |
|
|
2022
Q2 | $250K | Hold |
4,320
| – | – | 0.17% | 129 |
|
|
2022
Q1 | $279K | Sell |
4,320
-3,790
| -47% | -$245K | 0.15% | 139 |
|
|
2021
Q4 | $525K | Sell |
8,110
-110
| -1% | -$7.12K | 0.24% | 103 |
|
|
2021
Q3 | $488K | Hold |
8,220
| – | – | 0.24% | 98 |
|
|
2021
Q2 | $487K | Hold |
8,220
| – | – | 0.24% | 100 |
|
|
2021
Q1 | $465K | Hold |
8,220
| – | – | 0.26% | 97 |
|
|
2020
Q4 | $431K | Hold |
8,220
| – | – | 0.25% | 97 |
|
|
2020
Q3 | $386K | Hold |
8,220
| – | – | 0.27% | 88 |
|
|
2020
Q2 | $370K | Hold |
8,220
| – | – | 0.31% | 82 |
|
|
2020
Q1 | $322K | Hold |
8,220
| – | – | 0.38% | 73 |
|
|
2019
Q4 | $434K | Hold |
8,220
| – | – | 0.43% | 71 |
|
|
2019
Q3 | $407K | Sell |
8,220
-190
| -2% | -$9.41K | 0.43% | 69 |
|
|
2019
Q2 | $409K | Hold |
8,410
| – | – | 0.38% | 75 |
|
|
2019
Q1 | $398K | Buy |
+8,410
| New | +$398K | 0.41% | 67 |
|