Raymond James & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $883K | Buy |
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|
2022
Q3 | $547K | Buy |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $433K | Buy |
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|
2021
Q4 | $433K | Sell |
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|
2021
Q3 | $403K | Sell |
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|
2021
Q2 | $416K | Sell |
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|
2021
Q1 | $447K | Buy |
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|
2020
Q4 | $351K | Sell |
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|
2020
Q3 | $379K | Hold |
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|
2020
Q2 | $363K | Sell |
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|
2020
Q1 | $390K | Sell |
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|
2019
Q4 | $630K | Sell |
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|
2019
Q3 | $616K | Sell |
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|
2019
Q2 | $622K | Sell |
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|
2019
Q1 | $609K | Sell |
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|
2018
Q4 | $568K | Sell |
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|
2018
Q3 | $807K | Buy |
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|
2018
Q2 | $758K | Sell |
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|
2018
Q1 | $748K | Buy |
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|
2017
Q4 | $718K | Sell |
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|
2017
Q3 | $893K | Buy |
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|
2017
Q2 | $862K | Buy |
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|
2017
Q1 | $651K | Buy |
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|
2016
Q4 | $564K | Buy |
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|
2016
Q3 | $495K | Buy |
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|
2016
Q2 | $360K | Sell |
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|
2016
Q1 | $408K | Buy |
|