Sequoia Financial 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 | $376K | Buy |
4,724
+13
| +0.3% | +$1.03K | ﹤0.01% | 1135 |
|
|
2025
Q1 | $362K | Sell |
4,711
-260
| -5% | -$20K | ﹤0.01% | 980 |
|
|
2024
Q4 | $377K | Buy |
4,971
+12
| +0.2% | +$910 | ﹤0.01% | 915 |
|
|
2024
Q3 | $380K | Buy |
4,959
+282
| +6% | +$21.6K | ﹤0.01% | 859 |
|
|
2024
Q2 | $331K | Buy |
4,677
+13
| +0.3% | +$921 | ﹤0.01% | 843 |
|
|
2024
Q1 | $330K | Buy |
4,664
+10
| +0.2% | +$707 | ﹤0.01% | 820 |
|
|
2023
Q4 | $304K | Buy |
+4,654
| New | +$304K | ﹤0.01% | 925 |
|
|
2023
Q3 | – | Sell |
-3,726
| Closed | -$231K | – | 971 |
|
|
2023
Q2 | $231K | Buy |
3,726
+13
| +0.4% | +$807 | ﹤0.01% | 800 |
|
|
2023
Q1 | $225K | Buy |
3,713
+13
| +0.4% | +$788 | 0.01% | 722 |
|
|
2022
Q4 | $224K | Buy |
+3,700
| New | +$224K | 0.01% | 695 |
|