Obsidian Personal Planning Solutions’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 | $316K | Sell |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | $252K | Hold |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $311K | Hold |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $428K | Buy |
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