Sunbelt Securities’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 | $556K | Sell |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $556K | Buy |
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|
2024
Q3 | $560K | Sell |
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|
2024
Q2 | $744K | Sell |
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|
2024
Q1 | $926K | Sell |
|
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.52M | Sell |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $2.25M | Buy |
|
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|
2022
Q4 | $2.27M | Buy |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $1.83M | Buy |
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|
2021
Q4 | $988K | Buy |
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|
2021
Q3 | $756K | Hold |
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|
2021
Q2 | $756K | Buy |
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|
2021
Q1 | $333K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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