Parallel Advisors’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 | $45.3K | Hold |
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|
2025
Q1 | $43.8K | Buy |
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|
2024
Q4 | $43.1K | Buy |
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|
2024
Q3 | $43.5K | Hold |
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|
2024
Q2 | $40.2K | Sell |
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|
2024
Q1 | $53.2K | Hold |
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|
2023
Q4 | $49.1K | Sell |
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|
2023
Q3 | $62.2K | Sell |
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|
2023
Q2 | $124K | Hold |
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|
2023
Q1 | $121K | Sell |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q3 | $108K | Hold |
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|
2022
Q2 | $116K | Hold |
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|
2022
Q1 | $131K | Hold |
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|
2021
Q4 | $129K | Hold |
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|
2021
Q3 | $117K | Hold |
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|
2021
Q2 | $118K | Hold |
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|
2021
Q1 | $113K | Hold |
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|
2020
Q4 | $105K | Sell |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $225K | Hold |
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|
2020
Q1 | $195K | Hold |
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|
2019
Q4 | $264K | Hold |
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|
2019
Q3 | $248K | Hold |
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|
2019
Q2 | $243K | Hold |
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|
2019
Q1 | $237K | Hold |
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|
2018
Q4 | $211K | Hold |
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|
2018
Q3 | $240K | Hold |
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|
2018
Q2 | $227K | Hold |
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|
2018
Q1 | $223K | Hold |
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|
2017
Q4 | $232K | Hold |
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|
2017
Q3 | $224K | Hold |
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|
2017
Q2 | $216K | Hold |
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|
2017
Q1 | $210K | Hold |
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|
2016
Q4 | $203K | Buy |
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