Steward Partners Investment Advisory’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Steward Partners Investment Advisory’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.94M	Buy	49,558 +134	+0.3%	+$10.7K	0.03%	490
2025 Q1	$3.8M	Buy	49,424 +135	+0.3%	+$10.4K	0.03%	470
2024 Q4	$3.74M	Buy	49,289 +598	+1%	+$45.4K	0.03%	460
2024 Q3	$3.73M	Buy	48,691 +1,173	+2%	+$89.9K	0.03%	448
2024 Q2	$3.37M	Sell	47,518 -50	-0.1%	-$3.54K	0.04%	439
2024 Q1	$3.36M	Sell	47,568 -468	-1%	-$33.1K	0.04%	424
2023 Q4	$3.14M	Buy	48,036 +450	+0.9%	+$29.4K	0.04%	386
2023 Q3	$2.86M	Buy	47,586 +188	+0.4%	+$11.3K	0.04%	377
2023 Q2	$2.94M	Buy	47,398 +628	+1%	+$39K	0.04%	374
2023 Q1	$2.83M	Buy	46,770 +312	+0.7%	+$18.9K	0.05%	373
2022 Q4	$2.82M	Sell	46,458 -340	-0.7%	-$20.6K	0.05%	366
2022 Q3	$2.54M	Sell	46,798 -779	-2%	-$42.3K	0.05%	364
2022 Q2	$2.76M	Buy	47,577 +3,642	+8%	+$211K	0.05%	353
2022 Q1	$2.84M	Buy	43,935 +630	+1%	+$40.7K	0.04%	381
2021 Q4	$2.8M	Buy	43,305 +829	+2%	+$53.7K	0.04%	395
2021 Q3	$2.49M	Sell	42,476 -1,490	-3%	-$87.5K	0.04%	395
2021 Q2	$2.61M	Sell	43,966 -19,524	-31%	-$1.16M	0.04%	386
2021 Q1	$3.59M	Buy	63,490 +21,694	+52%	+$1.23M	0.06%	311
2020 Q4	$2.19M	Buy	41,796 +1,900	+5%	+$99.6K	0.05%	349
2020 Q3	$1.87M	Buy	39,896 +204	+0.5%	+$9.58K	0.05%	336
2020 Q2	$1.79M	Buy	39,692 +1,216	+3%	+$54.8K	0.05%	329
2020 Q1	$1.51M	Buy	38,476 +1,262	+3%	+$49.4K	0.06%	308
2019 Q4	$1.96M	Sell	37,214 -468	-1%	-$24.7K	0.06%	304
2019 Q3	$1.87M	Sell	37,682 -72	-0.2%	-$3.57K	0.06%	284
2019 Q2	$1.83M	Sell	37,754 -766	-2%	-$37.2K	0.07%	270
2019 Q1	$1.82M	Sell	38,520 -14	-0%	-$662	0.08%	250
2018 Q4	$1.63M	Buy	38,534 +38,134	+9,534%	+$1.61M	0.08%	252
2018 Q3	$19K	Hold	400	–	–	﹤0.01%	1575
2018 Q2	$18K	Hold	400	–	–	﹤0.01%	1504
2018 Q1	$17K	Hold	400	–	–	﹤0.01%	1396
2017 Q4	$18K	Hold	400	–	–	﹤0.01%	1154
2017 Q3	$17K	Buy	+400	New	+$17K	﹤0.01%	978