SAW
Signal Advisors Wealth’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 | $270K | Buy |
+3,395
| New | +$270K | 0.02% | 394 |
|
|
2025
Q1 | – | Sell |
-2,718
| Closed | -$206K | – | 438 |
|
|
2024
Q4 | $206K | Sell |
2,718
-522
| -16% | -$39.6K | 0.02% | 416 |
|
|
2024
Q3 | $248K | Buy |
+3,240
| New | +$248K | 0.04% | 377 |
|
|
2024
Q2 | – | Sell |
-5,214
| Closed | -$369K | – | 126 |
|
|
2024
Q1 | $369K | Sell |
5,214
-733
| -12% | -$51.8K | 0.09% | 205 |
|
|
2023
Q4 | $389K | Buy |
+5,947
| New | +$389K | 0.13% | 145 |
|