Panoramic Investment 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 | $920K | Buy |
11,572
+189
| +2% | +$15K | 0.57% | 44 |
|
|
2025
Q1 | $876K | Buy |
11,383
+107
| +0.9% | +$8.23K | 0.59% | 45 |
|
|
2024
Q4 | $855K | Buy |
11,276
+688
| +6% | +$52.2K | 0.56% | 46 |
|
|
2024
Q3 | $812K | Buy |
+10,588
| New | +$812K | 0.56% | 42 |
|
|
2024
Q1 | $732K | Sell |
10,345
-52
| -0.5% | -$3.68K | 0.54% | 45 |
|
|
2023
Q4 | $680K | Buy |
10,397
+52
| +0.5% | +$3.4K | 0.59% | 46 |
|
|
2023
Q3 | $622K | Buy |
+10,345
| New | +$622K | 0.57% | 47 |
|
|
2022
Q4 | $597K | Buy |
+9,839
| New | +$597K | 0.61% | 45 |
|