Sanibel Captiva Trust Company’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 | $545K | Hold |
6,850
| – | – | 0.02% | 273 |
|
|
2025
Q1 | $527K | Hold |
6,850
| – | – | 0.02% | 267 |
|
|
2024
Q4 | $520K | Hold |
6,850
| – | – | 0.02% | 267 |
|
|
2024
Q3 | $525K | Hold |
6,850
| – | – | 0.02% | 269 |
|
|
2024
Q2 | $485K | Hold |
6,850
| – | – | 0.02% | 260 |
|
|
2024
Q1 | $484K | Hold |
6,850
| – | – | 0.02% | 259 |
|
|
2023
Q4 | $448K | Buy |
+6,850
| New | +$448K | 0.02% | 248 |
|