NewEdge 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 | $288K | Sell |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $261K | Sell |
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|
2024
Q2 | $586K | Buy |
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|
2024
Q1 | $564K | Sell |
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|
2023
Q4 | $677K | Sell |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $14.4K | Hold |
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|
2022
Q4 | $14 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $12.3K | Buy |
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