SG
Sharper & Granite’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
13,690
-115
| -0.8% | -$9.26K | 0.42% | 63 |
|
|
2025
Q1 | $1.06M | Sell |
13,805
-155
| -1% | -$11.9K | 0.44% | 60 |
|
|
2024
Q4 | $1.06M | Sell |
13,960
-25
| -0.2% | -$1.9K | 0.47% | 62 |
|
|
2024
Q3 | $1.07M | Sell |
13,985
-6,620
| -32% | -$508K | 0.48% | 60 |
|
|
2024
Q2 | $1.46M | Buy |
20,605
+400
| +2% | +$28.3K | 0.7% | 42 |
|
|
2024
Q1 | $1.41M | Sell |
20,205
-930
| -4% | -$64.8K | 0.68% | 45 |
|
|
2023
Q4 | $1.38M | Buy |
21,135
+370
| +2% | +$24.2K | 0.71% | 42 |
|
|
2023
Q3 | $1.25M | Sell |
20,765
-25
| -0.1% | -$1.5K | 0.73% | 42 |
|
|
2023
Q2 | $1.29M | Sell |
20,790
-2,620
| -11% | -$163K | 0.74% | 41 |
|
|
2023
Q1 | $1.42M | Hold |
23,410
| – | – | 0.85% | 35 |
|
|
2022
Q4 | $1.42M | Buy |
+23,410
| New | +$1.42M | 0.94% | 36 |
|