Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $394K | Buy |
4,558
+934
| +26% | +$82.1K | ﹤0.01% | 3004 |
|
|
2025
Q4 | $308K | Buy |
3,624
+272
| +8% | +$22.9K | ﹤0.01% | 3138 |
|
|
2025
Q3 | $282K | Buy |
3,352
+77
| +2% | +$6.31K | ﹤0.01% | 3153 |
|
|
2025
Q2 | $260K | Buy |
+3,275
| New | +$248K | ﹤0.01% | 3126 |
|
|
2023
Q3 | – | Sell |
-3,575
| Closed | -$222K | – | 3312 |
|
|
2023
Q2 | $222K | Sell |
3,575
-1,027
| -22% | -$62.2K | ﹤0.01% | 2989 |
|
|
2023
Q1 | $279K | Sell |
4,602
-6,970
| -60% | -$426K | ﹤0.01% | 2860 |
|
|
2022
Q4 | $702K | Buy |
11,572
+2,073
| +22% | +$124K | ﹤0.01% | 2270 |
|
|
2022
Q3 | $515K | Buy |
9,499
+936
| +11% | +$55.7K | ﹤0.01% | 2413 |
|
|
2022
Q2 | $496K | Sell |
8,563
-200
| -2% | -$12.3K | ﹤0.01% | 2469 |
|
|
2022
Q1 | $566K | Buy |
8,763
+5,472
| +166% | +$348K | ﹤0.01% | 2508 |
|
|
2021
Q4 | $213K | Sell |
3,291
-1,673
| -34% | -$104K | ﹤0.01% | 3116 |
|
|
2021
Q3 | $291K | Sell |
4,964
-104
| -2% | -$6.29K | ﹤0.01% | 2922 |
|
|
2021
Q2 | $300K | Sell |
5,068
-1,094
| -18% | -$64.4K | ﹤0.01% | 2898 |
|
|
2021
Q1 | $348K | Sell |
6,162
-21,212
| -77% | -$1.15M | ﹤0.01% | 2698 |
|
|
2020
Q4 | $1.44M | Buy |
27,374
+3,574
| +15% | +$178K | ﹤0.01% | 1594 |
|
|
2020
Q3 | $1.12M | Buy |
23,800
+4,148
| +21% | +$195K | ﹤0.01% | 1554 |
|
|
2020
Q2 | $885K | Buy |
19,652
+7,288
| +59% | +$317K | ﹤0.01% | 1647 |
|
|
2020
Q1 | $485K | Buy |
12,364
+7,520
| +155% | +$364K | ﹤0.01% | 1891 |
|
|
2019
Q4 | $255K | Sell |
4,844
-816
| -14% | -$41.5K | ﹤0.01% | 2624 |
|
|
2019
Q3 | $281K | Sell |
5,660
-2,928
| -34% | -$143K | ﹤0.01% | 2473 |
|
|
2019
Q2 | $417K | Buy |
8,588
+1,724
| +25% | +$82.5K | ﹤0.01% | 2301 |
|
|
2019
Q1 | $327K | Buy |
6,864
+22
| +0.3% | +$1.01K | ﹤0.01% | 2307 |
|
|
2018
Q4 | $290K | Buy |
6,842
+1,532
| +29% | +$69.6K | ﹤0.01% | 2251 |
|
|
2018
Q3 | $255K | Sell |
5,310
-1,432
| -21% | -$67.9K | ﹤0.01% | 2451 |
|
|
2018
Q2 | $304K | Sell |
6,742
-1,308
| -16% | -$59.3K | ﹤0.01% | 2288 |
|
|
2018
Q1 | $357K | Sell |
8,050
-1,062
| -12% | -$49.1K | ﹤0.01% | 2150 |
|
|
2017
Q4 | $425K | Sell |
9,112
-318
| -3% | -$14.4K | ﹤0.01% | 2007 |
|
|
2017
Q3 | $413K | Sell |
9,430
-348
| -4% | -$15K | ﹤0.01% | 2003 |
|
|
2017
Q2 | $417K | Buy |
9,778
+304
| +3% | +$12.9K | ﹤0.01% | 1964 |
|
|
2017
Q1 | $398K | Sell |
9,474
-116
| -1% | -$4.83K | ﹤0.01% | 1939 |
|
|
2016
Q4 | $390K | Sell |
9,590
-2,580
| -21% | -$101K | ﹤0.01% | 1906 |
|
|
2016
Q3 | $476K | Sell |
12,170
-3,576
| -23% | -$140K | ﹤0.01% | 1751 |
|
|
2016
Q2 | $604K | Buy |
15,746
+784
| +5% | +$29.4K | ﹤0.01% | 1649 |
|
|
2016
Q1 | $555K | Sell |
14,962
-1,290
| -8% | -$45K | ﹤0.01% | 1527 |
|
|
2015
Q4 | $583K | Buy |
16,252
+2,518
| +18% | +$90.8K | ﹤0.01% | 1576 |
|
|
2015
Q3 | $466K | Sell |
13,734
-1,232
| -8% | -$43.9K | ﹤0.01% | 1597 |
|
|
2015
Q2 | $546K | Buy |
14,966
+606
| +4% | +$22.7K | ﹤0.01% | 1645 |
|
|
2015
Q1 | $533K | Sell |
14,360
-104
| -0.7% | -$3.88K | ﹤0.01% | 1589 |
|
|
2014
Q4 | $541K | Hold |
14,464
| – | – | ﹤0.01% | 1572 |
|
|
2014
Q3 | $516K | Hold |
14,464
| – | – | ﹤0.01% | 1507 |
|
|
2014
Q2 | $517K | Buy |
14,464
+1,916
| +15% | +$66.7K | ﹤0.01% | 1470 |
|
|
2014
Q1 | $428K | Buy |
+12,548
| New | +$416K | ﹤0.01% | 1510 |
|
Other funds holding DTD
6F
CWM
PFG
RPGK
KAS