Rehmann Capital Advisory Group’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 | $291K | Sell |
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|
2025
Q1 | $304K | Hold |
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|
2024
Q4 | $300K | Hold |
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|
2024
Q3 | $303K | Hold |
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|
2024
Q2 | $280K | Hold |
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|
2024
Q1 | $280K | Hold |
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|
2023
Q4 | $259K | Hold |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $240K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $232K | Sell |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q3 | $218K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.72M | Buy |
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|
2019
Q3 | $6.71M | Buy |
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