PCA Investment Advisory Services’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 | $979K | Hold |
12,316
| – | – | 0.41% | 36 |
|
|
2025
Q1 | $948K | Hold |
12,316
| – | – | 0.5% | 34 |
|
|
2024
Q4 | $934K | Sell |
12,316
-977
| -7% | -$74.1K | 0.43% | 38 |
|
|
2024
Q3 | $1.02M | Hold |
13,293
| – | – | 0.48% | 35 |
|
|
2024
Q2 | $942K | Hold |
13,293
| – | – | 0.49% | 36 |
|
|
2024
Q1 | $940K | Hold |
13,293
| – | – | 0.53% | 35 |
|
|
2023
Q4 | $869K | Sell |
13,293
-528
| -4% | -$34.5K | 0.57% | 34 |
|
|
2023
Q3 | $832K | Hold |
13,821
| – | – | 0.59% | 35 |
|
|
2023
Q2 | $858K | Sell |
13,821
-25
| -0.2% | -$1.55K | 0.51% | 35 |
|
|
2023
Q1 | $839K | Buy |
+13,846
| New | +$839K | 0.59% | 34 |
|