Nations Financial Group’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
Q1 | – | Sell |
-3,344
| Closed | -$254K | – | 669 |
|
|
2024
Q4 | $254K | Hold |
3,344
| – | – | 0.02% | 589 |
|
|
2024
Q3 | $256K | Hold |
3,344
| – | – | 0.02% | 595 |
|
|
2024
Q2 | $237K | Hold |
3,344
| – | – | 0.02% | 579 |
|
|
2024
Q1 | $236K | Hold |
3,344
| – | – | 0.02% | 570 |
|
|
2023
Q4 | $219K | Hold |
3,344
| – | – | 0.02% | 578 |
|
|
2023
Q3 | $201K | Hold |
3,344
| – | – | 0.02% | 582 |
|
|
2023
Q2 | $208K | Hold |
3,344
| – | – | 0.02% | 581 |
|
|
2023
Q1 | $203K | Hold |
3,344
| – | – | 0.02% | 581 |
|
|
2022
Q4 | $203K | Buy |
+3,344
| New | +$203K | 0.02% | 561 |
|
|
2022
Q2 | – | Sell |
-3,344
| Closed | -$216K | – | 541 |
|
|
2022
Q1 | $216K | Buy |
+3,344
| New | +$216K | 0.03% | 483 |
|