MLA
My Legacy Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
8,855
-846
| -9% | -$68.5K | 0.26% | 110 |
|
|
2025
Q1 | $747K | Sell |
9,701
-52
| -0.5% | -$4K | 0.29% | 102 |
|
|
2024
Q4 | $750K | Sell |
9,753
-714
| -7% | -$54.9K | 0.29% | 96 |
|
|
2024
Q3 | $803K | Sell |
10,467
-17,204
| -62% | -$1.32M | 0.32% | 89 |
|
|
2024
Q2 | $1.96M | Sell |
27,671
-2,827
| -9% | -$200K | 0.63% | 41 |
|
|
2024
Q1 | $2.16M | Sell |
30,498
-3,540
| -10% | -$250K | 0.72% | 38 |
|
|
2023
Q4 | $2.22M | Sell |
34,038
-1,504
| -4% | -$98.1K | 0.8% | 32 |
|
|
2023
Q3 | $2.13M | Buy |
35,542
+555
| +2% | +$33.2K | 0.86% | 27 |
|
|
2023
Q2 | $2.2M | Buy |
34,987
+2,217
| +7% | +$139K | 0.86% | 28 |
|
|
2023
Q1 | $2M | Buy |
32,770
+3,992
| +14% | +$243K | 0.86% | 25 |
|
|
2022
Q4 | $1.81M | Sell |
28,778
-5,018
| -15% | -$315K | 0.77% | 28 |
|
|
2022
Q3 | $1.88M | Buy |
33,796
+6,442
| +24% | +$358K | 0.95% | 18 |
|
|
2022
Q2 | $1.6M | Buy |
27,354
+18,298
| +202% | +$1.07M | 0.8% | 25 |
|
|
2022
Q1 | $585K | Buy |
+9,056
| New | +$585K | 0.27% | 122 |
|