Pittenger & Anderson Inc’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
2,555
-1,435
| -36% | -$114K | 0.01% | 216 |
|
|
2025
Q1 | $307K | Hold |
3,990
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $303K | Sell |
3,990
-675
| -14% | -$51.2K | 0.01% | 207 |
|
|
2024
Q3 | $358K | Buy |
+4,665
| New | +$358K | 0.01% | 202 |
|
|
2020
Q3 | – | Sell |
-420
| Closed | -$19K | – | 369 |
|
|
2020
Q2 | $19K | Hold |
420
| – | – | ﹤0.01% | 283 |
|
|
2020
Q1 | $16K | Hold |
420
| – | – | ﹤0.01% | 281 |
|
|
2019
Q4 | $22K | Hold |
420
| – | – | ﹤0.01% | 298 |
|
|
2019
Q3 | $21K | Hold |
420
| – | – | ﹤0.01% | 299 |
|
|
2019
Q2 | $20K | Buy |
+420
| New | +$20K | ﹤0.01% | 296 |
|