Nations Financial Group’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
Q1 | – | Sell |
|
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|
2024
Q4 | $254K | Hold |
|
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|
2024
Q3 | $256K | Hold |
|
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|
2024
Q2 | $237K | Hold |
|
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|
2024
Q1 | $236K | Hold |
|
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|
2023
Q4 | $219K | Hold |
|
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|
2023
Q3 | $201K | Hold |
|
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|
2023
Q2 | $208K | Hold |
|
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|
2023
Q1 | $203K | Hold |
|
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|
2022
Q4 | $203K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $216K | Buy |
|