Tompkins 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 | $38.1K | Sell |
|
|||||
|
2025
Q2 | $56.1K | Sell |
|
|||||
|
2025
Q1 | $74.2K | Sell |
|
|||||
|
2024
Q4 | $76.6K | Sell |
|
|||||
|
2024
Q3 | $92.5K | Hold |
|
|||||
|
2024
Q2 | $85.4K | Hold |
|
|||||
|
2024
Q1 | $85.3K | Hold |
|
|||||
|
2023
Q4 | $78.8K | Hold |
|
|||||
|
2023
Q3 | $72.6K | Sell |
|
|||||
|
2023
Q2 | $80.3K | Hold |
|
|||||
|
2023
Q1 | $78.4K | Hold |
|
|||||
|
2022
Q4 | $78K | Hold |
|
|||||
|
2022
Q3 | $70K | Hold |
|
|||||
|
2022
Q2 | $75K | Hold |
|
|||||
|
2022
Q1 | $84K | Hold |
|
|||||
|
2021
Q4 | $84K | Hold |
|
|||||
|
2021
Q3 | $76K | Buy |
|
|||||
|
2021
Q1 | $73K | Hold |
|
|||||
|
2020
Q4 | $68K | Hold |
|
|||||
|
2020
Q3 | $61K | Sell |
|
|||||
|
2020
Q2 | $66K | Hold |
|
|||||
|
2020
Q1 | $58K | Hold |
|
|||||
|
2019
Q4 | $78K | Hold |
|
|||||
|
2019
Q3 | $73K | Sell |
|
|||||
|
2019
Q2 | $78K | Hold |
|
|||||
|
2019
Q1 | $76K | Hold |
|
|||||
|
2018
Q4 | $68K | Hold |
|
|||||
|
2018
Q3 | $77K | Sell |
|
|||||
|
2018
Q2 | $78K | Hold |
|
|||||
|
2018
Q1 | $76K | Hold |
|
|||||
|
2017
Q4 | $79K | Hold |
|
|||||
|
2017
Q3 | $75K | Buy |
|