Spire Wealth Management’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 | $821K | Sell |
10,321
-2,075
| -17% | -$165K | 0.03% | 396 |
|
|
2025
Q1 | $954K | Buy |
12,396
+25
| +0.2% | +$1.92K | 0.03% | 412 |
|
|
2024
Q4 | $938K | Buy |
12,371
+44
| +0.4% | +$3.34K | 0.03% | 408 |
|
|
2024
Q3 | $945K | Buy |
12,327
+427
| +4% | +$32.7K | 0.03% | 382 |
|
|
2024
Q2 | $843K | Buy |
11,900
+23
| +0.2% | +$1.63K | 0.03% | 379 |
|
|
2024
Q1 | $840K | Buy |
11,877
+19
| +0.2% | +$1.34K | 0.02% | 412 |
|
|
2023
Q4 | $776K | Sell |
11,858
-72
| -0.6% | -$4.71K | 0.03% | 418 |
|
|
2023
Q3 | $718K | Sell |
11,930
-96
| -0.8% | -$5.78K | 0.03% | 403 |
|
|
2023
Q2 | $747K | Buy |
12,026
+23
| +0.2% | +$1.43K | 0.03% | 401 |
|
|
2023
Q1 | $727K | Buy |
12,003
+1,593
| +15% | +$96.5K | 0.03% | 403 |
|
|
2022
Q4 | $631K | Buy |
10,410
+28
| +0.3% | +$1.7K | 0.04% | 318 |
|
|
2022
Q3 | $563K | Sell |
10,382
-2,923
| -22% | -$159K | 0.03% | 306 |
|
|
2022
Q2 | $770K | Buy |
13,305
+28
| +0.2% | +$1.62K | 0.03% | 382 |
|
|
2022
Q1 | $857K | Buy |
13,277
+14
| +0.1% | +$904 | 0.02% | 425 |
|
|
2021
Q4 | $859K | Sell |
13,263
-2,075
| -14% | -$134K | 0.02% | 515 |
|
|
2021
Q3 | $901K | Buy |
15,338
+70
| +0.5% | +$4.11K | 0.02% | 434 |
|
|
2021
Q2 | $905K | Buy |
15,268
+20
| +0.1% | +$1.19K | 0.02% | 454 |
|
|
2021
Q1 | $862K | Buy |
+15,248
| New | +$862K | 0.02% | 494 |
|