Spire Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $837K | Sell |
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|
2025
Q2 | $821K | Sell |
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|
2025
Q1 | $954K | Buy |
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|
2024
Q4 | $938K | Buy |
|
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|
2024
Q3 | $945K | Buy |
|
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|
2024
Q2 | $843K | Buy |
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|
2024
Q1 | $840K | Buy |
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|
2023
Q4 | $776K | Sell |
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|
2023
Q3 | $718K | Sell |
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|
2023
Q2 | $747K | Buy |
|
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|
2023
Q1 | $727K | Buy |
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|
2022
Q4 | $631K | Buy |
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|
2022
Q3 | $563K | Sell |
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|
2022
Q2 | $770K | Buy |
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|
2022
Q1 | $857K | Buy |
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|
2021
Q4 | $859K | Sell |
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|
2021
Q3 | $901K | Buy |
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|
2021
Q2 | $905K | Buy |
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|
2021
Q1 | $862K | Buy |
|