Steward Partners Investment Advisory’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
Q2 | $3.94M | Buy |
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|
2025
Q1 | $3.8M | Buy |
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|
2024
Q4 | $3.74M | Buy |
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|
2024
Q3 | $3.73M | Buy |
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|
2024
Q2 | $3.37M | Sell |
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|
2024
Q1 | $3.36M | Sell |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $2.86M | Buy |
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|
2023
Q2 | $2.94M | Buy |
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|
2023
Q1 | $2.83M | Buy |
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|
2022
Q4 | $2.82M | Sell |
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|
2022
Q3 | $2.54M | Sell |
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|
2022
Q2 | $2.75M | Buy |
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|
2022
Q1 | $2.84M | Buy |
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|
2021
Q4 | $2.8M | Buy |
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|
2021
Q3 | $2.49M | Sell |
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|
2021
Q2 | $2.6M | Sell |
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|
2021
Q1 | $3.59M | Buy |
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|
2020
Q4 | $2.19M | Buy |
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|
2020
Q3 | $1.87M | Buy |
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|
2020
Q2 | $1.79M | Buy |
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|
2020
Q1 | $1.51M | Buy |
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|
2019
Q4 | $1.96M | Sell |
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|
2019
Q3 | $1.87M | Sell |
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|
2019
Q2 | $1.83M | Sell |
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|
2019
Q1 | $1.82M | Sell |
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|
2018
Q4 | $1.63M | Buy |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $17K | Buy |
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