Sandy Cove Advisors’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
Q3 | $426K | Sell |
|
|||||
|
2025
Q2 | $411K | Sell |
|
|||||
|
2025
Q1 | $415K | Sell |
|
|||||
|
2024
Q4 | $447K | Sell |
|
|||||
|
2024
Q3 | $481K | Buy |
|
|||||
|
2024
Q2 | $442K | Sell |
|
|||||
|
2024
Q1 | $451K | Sell |
|
|||||
|
2023
Q4 | $433K | Buy |
|
|||||
|
2023
Q3 | $395K | Buy |
|
|||||
|
2023
Q2 | $405K | Buy |
|
|||||
|
2023
Q1 | $393K | Buy |
|
|||||
|
2022
Q4 | $391K | Sell |
|
|||||
|
2022
Q3 | $402K | Buy |
|
|||||
|
2022
Q2 | $426K | Buy |
|
|||||
|
2022
Q1 | $471K | Buy |
|
|||||
|
2021
Q4 | $471K | Buy |
|