OPPS
Obsidian Personal Planning Solutions’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
3,978
-212
| -5% | -$16.9K | 0.13% | 72 |
|
|
2025
Q1 | $312K | Buy |
4,190
+973
| +30% | +$72.4K | 0.14% | 65 |
|
|
2024
Q4 | $252K | Hold |
3,217
| – | – | 0.12% | 80 |
|
|
2024
Q3 | $246K | Sell |
3,217
-232
| -7% | -$17.7K | 0.13% | 77 |
|
|
2024
Q2 | $244K | Hold |
3,449
| – | – | 0.15% | 77 |
|
|
2024
Q1 | $234K | Sell |
3,449
-1,260
| -27% | -$85.4K | 0.15% | 80 |
|
|
2023
Q4 | $308K | Sell |
4,709
-301
| -6% | -$19.7K | 0.23% | 55 |
|
|
2023
Q3 | $301K | Hold |
5,010
| – | – | 0.26% | 50 |
|
|
2023
Q2 | $311K | Hold |
5,010
| – | – | 0.38% | 45 |
|
|
2023
Q1 | $304K | Sell |
5,010
-1,548
| -24% | -$93.8K | 0.44% | 36 |
|
|
2022
Q4 | $398K | Sell |
6,558
-675
| -9% | -$41K | 0.64% | 29 |
|
|
2022
Q3 | $392K | Sell |
7,233
-159
| -2% | -$8.62K | 0.72% | 24 |
|
|
2022
Q2 | $428K | Buy |
+7,392
| New | +$428K | 0.73% | 23 |
|