Rooted Wealth Advisors’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 | $292K | Sell |
3,623
-3,962
| -52% | -$319K | 0.1% | 88 |
|
|
2025
Q1 | $256K | Buy |
7,585
+3,639
| +92% | +$123K | 0.11% | 78 |
|
|
2024
Q4 | $300K | Buy |
3,946
+261
| +7% | +$19.8K | 0.12% | 77 |
|
|
2024
Q3 | $281K | Sell |
3,685
-342
| -8% | -$26.1K | 0.13% | 77 |
|
|
2024
Q2 | $295K | Sell |
4,027
-724
| -15% | -$53K | 0.13% | 71 |
|
|
2024
Q1 | $332K | Sell |
4,751
-8,468
| -64% | -$592K | 0.16% | 61 |
|
|
2023
Q4 | $839K | Buy |
13,219
+5,058
| +62% | +$321K | 0.44% | 40 |
|
|
2023
Q3 | $504K | Sell |
8,161
-50,210
| -86% | -$3.1M | 0.31% | 48 |
|
|
2023
Q2 | $3.62M | Sell |
58,371
-17,742
| -23% | -$1.1M | 2.44% | 12 |
|
|
2023
Q1 | $4.67M | Sell |
76,113
-1,450
| -2% | -$88.9K | 3.46% | 6 |
|
|
2022
Q4 | $4.7M | Buy |
+77,563
| New | +$4.7M | 3.95% | 5 |
|