Revisor Wealth Management’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 | $720K | Sell |
8,887
-464
| -5% | -$37.6K | 0.26% | 82 |
|
|
2025
Q1 | $720K | Buy |
9,351
+1,297
| +16% | +$99.8K | 0.32% | 64 |
|
|
2024
Q4 | $614K | Buy |
8,054
+921
| +13% | +$70.2K | 0.57% | 37 |
|
|
2024
Q3 | $547K | Hold |
7,133
| – | – | 0.34% | 59 |
|
|
2024
Q2 | $505K | Sell |
7,133
-3,395
| -32% | -$240K | 0.35% | 54 |
|
|
2024
Q1 | $714K | Buy |
+10,528
| New | +$714K | 0.32% | 73 |
|
|
2023
Q4 | – | Sell |
-5,772
| Closed | -$347K | – | 143 |
|
|
2023
Q3 | $347K | Buy |
+5,772
| New | +$347K | 0.3% | 86 |
|