Rockefeller Capital Management’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 | $2.37M | Buy |
|
|||||
|
2025
Q1 | $2.28M | Buy |
|
|||||
|
2024
Q4 | $2.24M | Sell |
|
|||||
|
2024
Q3 | $2.3M | Sell |
|
|||||
|
2024
Q2 | $2.13M | Buy |
|
|||||
|
2024
Q1 | $2.12M | Buy |
|
|||||
|
2023
Q4 | $1.95M | Buy |
|
|||||
|
2023
Q3 | $1.66M | Buy |
|
|||||
|
2023
Q2 | $1.7M | Buy |
|
|||||
|
2023
Q1 | $1.65M | Buy |
|
|||||
|
2022
Q4 | $381K | Buy |
|
|||||
|
2022
Q3 | $340K | Hold |
|
|||||
|
2022
Q2 | $363K | Hold |
|
|||||
|
2022
Q1 | $404K | Sell |
|
|||||
|
2021
Q4 | $502K | Hold |
|
|||||
|
2021
Q3 | $455K | Buy |
|
|||||
|
2021
Q2 | $371K | Buy |
|
|||||
|
2021
Q1 | $49K | Hold |
|
|||||
|
2020
Q4 | $45K | Hold |
|
|||||
|
2020
Q3 | $40K | Hold |
|
|||||
|
2020
Q2 | $39K | Hold |
|
|||||
|
2020
Q1 | $34K | Buy |
|
|||||
|
2019
Q4 | $37K | Buy |
|