TownSquare Capital’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 | – | Sell |
-6,136
| Closed | -$472K | – | 867 |
|
2025
Q1 | $472K | Hold |
6,136
| – | – | 0.01% | 1154 |
|
2024
Q4 | $465K | Buy |
6,136
+250
| +4% | +$19K | 0.01% | 1054 |
|
2024
Q3 | $451K | Buy |
5,886
+946
| +19% | +$72.5K | 0.01% | 1001 |
|
2024
Q2 | $350K | Buy |
+4,940
| New | +$350K | ﹤0.01% | 1008 |
|
2023
Q1 | – | Sell |
-3,852
| Closed | -$234K | – | 989 |
|
2022
Q4 | $234K | Buy |
+3,852
| New | +$234K | 0.01% | 856 |
|