RCM
RMR Capital Management’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 | $491K | Sell |
6,171
-3,389
| -35% | -$270K | 0.35% | 54 |
|
|
2025
Q1 | $736K | Buy |
9,560
+6
| +0.1% | +$462 | 0.52% | 44 |
|
|
2024
Q4 | $725K | Buy |
9,554
+7
| +0.1% | +$531 | 0.54% | 46 |
|
|
2024
Q3 | $732K | Buy |
9,547
+5
| +0.1% | +$383 | 0.6% | 43 |
|
|
2024
Q2 | $676K | Buy |
9,542
+8
| +0.1% | +$567 | 0.62% | 43 |
|
|
2024
Q1 | $674K | Buy |
9,534
+6
| +0.1% | +$424 | 0.62% | 41 |
|
|
2023
Q4 | $623K | Buy |
+9,528
| New | +$623K | 0.71% | 39 |
|