Northwestern Mutual Wealth Management’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 | $775K | Buy |
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|
2025
Q1 | $749K | Buy |
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|
2024
Q4 | $736K | Buy |
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|
2024
Q3 | $741K | Hold |
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|
2024
Q2 | $685K | Sell |
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|
2024
Q1 | $728K | Buy |
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|
2023
Q4 | $664K | Buy |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $273K | Hold |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $360K | Buy |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $299K | Hold |
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|
2021
Q2 | $301K | Hold |
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|
2021
Q1 | $288K | Hold |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $229K | Buy |
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|
2020
Q1 | $178K | Sell |
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|
2019
Q4 | $251K | Hold |
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|
2019
Q3 | $236K | Hold |
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|
2019
Q2 | $231K | Sell |
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|
2019
Q1 | $261K | Buy |
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|
2018
Q4 | $221K | Hold |
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|
2018
Q3 | $251K | Hold |
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|
2018
Q2 | $238K | Sell |
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|
2018
Q1 | $416K | Hold |
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|
2017
Q4 | $434K | Buy |
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|
2017
Q3 | $42K | Hold |
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|
2017
Q2 | $40K | Hold |
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|
2017
Q1 | $39K | Hold |
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|
2016
Q4 | $38K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $37K | Buy |
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|
2016
Q1 | $7K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $27K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $3K | Buy |
|