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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282K | Buy |
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|
2025
Q2 | $260K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $702K | Buy |
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|
2022
Q3 | $515K | Buy |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $566K | Buy |
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|
2021
Q4 | $213K | Sell |
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|
2021
Q3 | $291K | Sell |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $348K | Sell |
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|
2020
Q4 | $1.44M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $885K | Buy |
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|
2020
Q1 | $485K | Buy |
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|
2019
Q4 | $255K | Sell |
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|
2019
Q3 | $281K | Sell |
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|
2019
Q2 | $417K | Buy |
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|
2019
Q1 | $327K | Buy |
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|
2018
Q4 | $290K | Buy |
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|
2018
Q3 | $255K | Sell |
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|
2018
Q2 | $304K | Sell |
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|
2018
Q1 | $357K | Sell |
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|
2017
Q4 | $425K | Sell |
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|
2017
Q3 | $413K | Sell |
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|
2017
Q2 | $417K | Buy |
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|
2017
Q1 | $398K | Sell |
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|
2016
Q4 | $390K | Sell |
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|
2016
Q3 | $476K | Sell |
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|
2016
Q2 | $604K | Buy |
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|
2016
Q1 | $555K | Sell |
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|
2015
Q4 | $583K | Buy |
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|
2015
Q3 | $466K | Sell |
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|
2015
Q2 | $546K | Buy |
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|
2015
Q1 | $533K | Sell |
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|
2014
Q4 | $541K | Hold |
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|
2014
Q3 | $516K | Hold |
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|
2014
Q2 | $517K | Buy |
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|
2014
Q1 | $428K | Buy |
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