My Legacy Advisors’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 | $717K | Sell |
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|
2025
Q1 | $747K | Sell |
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|
2024
Q4 | $750K | Sell |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $1.96M | Sell |
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|
2024
Q1 | $2.16M | Sell |
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|
2023
Q4 | $2.22M | Sell |
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|
2023
Q3 | $2.13M | Buy |
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|
2023
Q2 | $2.2M | Buy |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $1.81M | Sell |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $585K | Buy |
|