NewEdge Advisors’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
Q2 | $288K | Sell |
3,616
-59
| -2% | -$4.69K | ﹤0.01% | 2043 |
|
|
2025
Q1 | $283K | Sell |
3,675
-34
| -0.9% | -$2.62K | ﹤0.01% | 1936 |
|
|
2024
Q4 | $281K | Buy |
3,709
+310
| +9% | +$23.5K | ﹤0.01% | 1915 |
|
|
2024
Q3 | $261K | Sell |
3,399
-4,880
| -59% | -$374K | ﹤0.01% | 1886 |
|
|
2024
Q2 | $586K | Buy |
8,279
+306
| +4% | +$21.7K | ﹤0.01% | 1324 |
|
|
2024
Q1 | $564K | Sell |
7,973
-2,389
| -23% | -$169K | ﹤0.01% | 1272 |
|
|
2023
Q4 | $677K | Sell |
10,362
-11,754
| -53% | -$768K | 0.01% | 1137 |
|
|
2023
Q3 | $1.33M | Sell |
22,116
-1,393
| -6% | -$83.8K | 0.01% | 741 |
|
|
2023
Q2 | $1.46M | Buy |
23,509
+23,271
| +9,778% | +$1.44M | 0.02% | 707 |
|
|
2023
Q1 | $14.4K | Hold |
238
| – | – | ﹤0.01% | 2448 |
|
|
2022
Q4 | $14 | Buy |
+238
| New | +$14 | ﹤0.01% | 3657 |
|
|
2020
Q1 | – | Sell |
-4,992
| Closed | -$263K | – | 815 |
|
|
2019
Q4 | $263K | Buy |
+4,992
| New | +$263K | 0.01% | 698 |
|
|
2017
Q3 | – | Sell |
-290
| Closed | -$12.3K | – | 560 |
|
|
2017
Q2 | $12.3K | Buy |
+290
| New | +$12.3K | ﹤0.01% | 886 |
|