Smartleaf Asset Management’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 | $6.4K | Buy |
81
+14
| +21% | +$1.11K | ﹤0.01% | 1975 |
|
2025
Q1 | $5.11K | Buy |
67
+10
| +18% | +$763 | ﹤0.01% | 2181 |
|
2024
Q4 | $4.33K | Buy |
57
+2
| +4% | +$152 | ﹤0.01% | 2299 |
|
2024
Q3 | $4.19K | Hold |
55
| – | – | ﹤0.01% | 2199 |
|
2024
Q2 | $3.89K | Hold |
55
| – | – | ﹤0.01% | 1925 |
|
2024
Q1 | $3.88K | Sell |
55
-18
| -25% | -$1.27K | ﹤0.01% | 1302 |
|
2023
Q4 | $4.77K | Buy |
+73
| New | +$4.77K | ﹤0.01% | 874 |
|