Tortoise Investment Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Tortoise Investment Management’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.9K	Hold	300	–	–	﹤0.01%	479
2025 Q1	$23.1K	Hold	300	–	–	﹤0.01%	471
2024 Q4	$22.8K	Hold	300	–	–	﹤0.01%	525
2024 Q3	$23K	Hold	300	–	–	﹤0.01%	532
2024 Q2	$21.2K	Hold	300	–	–	﹤0.01%	519
2024 Q1	$21.2K	Hold	300	–	–	﹤0.01%	502
2023 Q4	$19.6K	Hold	300	–	–	﹤0.01%	479
2023 Q3	$18.1K	Hold	300	–	–	﹤0.01%	469
2023 Q2	$18.6K	Hold	300	–	–	﹤0.01%	477
2023 Q1	$18.2K	Hold	300	–	–	﹤0.01%	478
2022 Q4	$18.2K	Hold	300	–	–	﹤0.01%	469
2022 Q3	$16K	Hold	300	–	–	﹤0.01%	469
2022 Q2	$17K	Hold	300	–	–	﹤0.01%	450
2022 Q1	$19K	Hold	300	–	–	﹤0.01%	433
2021 Q4	$19K	Hold	300	–	–	﹤0.01%	407
2021 Q3	$18K	Hold	300	–	–	﹤0.01%	396
2021 Q2	$18K	Hold	300	–	–	﹤0.01%	385
2021 Q1	$17K	Hold	300	–	–	﹤0.01%	370
2020 Q4	$16K	Hold	300	–	–	﹤0.01%	352
2020 Q3	$14K	Hold	300	–	–	﹤0.01%	344
2020 Q2	$14K	Hold	300	–	–	﹤0.01%	332
2020 Q1	$12K	Hold	300	–	–	﹤0.01%	346
2019 Q4	$16K	Hold	300	–	–	﹤0.01%	348
2019 Q3	$15K	Hold	300	–	–	﹤0.01%	351
2019 Q2	$15K	Hold	300	–	–	﹤0.01%	376
2019 Q1	$14K	Hold	300	–	–	﹤0.01%	368
2018 Q4	$13K	Hold	300	–	–	﹤0.01%	360
2018 Q3	$14K	Hold	300	–	–	﹤0.01%	365
2018 Q2	$14K	Hold	300	–	–	﹤0.01%	372
2018 Q1	$13K	Hold	300	–	–	﹤0.01%	361
2017 Q4	$14K	Hold	300	–	–	﹤0.01%	354
2017 Q3	$13K	Hold	300	–	–	﹤0.01%	335
2017 Q2	$13K	Hold	300	–	–	﹤0.01%	325
2017 Q1	$13K	Hold	300	–	–	﹤0.01%	302
2016 Q4	$12K	Hold	300	–	–	﹤0.01%	310
2016 Q3	$12K	Hold	300	–	–	﹤0.01%	289
2016 Q2	$12K	Hold	300	–	–	﹤0.01%	291
2016 Q1	$11K	Hold	300	–	–	﹤0.01%	275
2015 Q4	$11K	Hold	300	–	–	﹤0.01%	302
2015 Q3	$10K	Hold	300	–	–	﹤0.01%	292
2015 Q2	$11K	Buy	+300	New	+$11K	﹤0.01%	301