Team Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
4,781
-566
| -11% | -$45K | 0.19% | 30 |
|
|
2025
Q1 | $411K | Sell |
5,347
-1,724
| -24% | -$133K | 0.24% | 29 |
|
|
2024
Q4 | $536K | Sell |
7,071
-40
| -0.6% | -$3.04K | 0.31% | 24 |
|
|
2024
Q3 | $545K | Sell |
7,111
-278
| -4% | -$21.3K | 0.32% | 23 |
|
|
2024
Q2 | $523K | Buy |
7,389
+32
| +0.4% | +$2.27K | 0.34% | 21 |
|
|
2024
Q1 | $520K | Sell |
7,357
-419
| -5% | -$29.6K | 0.35% | 21 |
|
|
2023
Q4 | $508K | Sell |
7,776
-265
| -3% | -$17.3K | 0.36% | 19 |
|
|
2023
Q3 | $484K | Buy |
+8,041
| New | +$484K | 0.4% | 18 |
|