Park Avenue Securities’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
Q3 | $882K | Sell |
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|
2025
Q2 | $863K | Sell |
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|
2025
Q1 | $868K | Sell |
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|
2024
Q4 | $864K | Buy |
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|
2024
Q3 | $723K | Buy |
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|
2024
Q2 | $647K | Buy |
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|
2024
Q1 | $633K | Sell |
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|
2023
Q4 | $609K | Sell |
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|
2023
Q3 | $567K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $274K | Sell |
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|
2021
Q4 | $293K | Buy |
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|
2021
Q3 | $239K | Buy |
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