TWD
True Wealth Design’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-29,857
| Closed | -$2.11M | – | 1292 |
|
|
2024
Q2 | $2.11M | Sell |
29,857
-390
| -1% | -$27.6K | 0.52% | 21 |
|
|
2024
Q1 | $2.14M | Sell |
30,247
-767
| -2% | -$54.2K | 0.53% | 21 |
|
|
2023
Q4 | $2.03M | Sell |
31,014
-75
| -0.2% | -$4.9K | 0.57% | 21 |
|
|
2023
Q3 | $1.87M | Sell |
31,089
-3,223
| -9% | -$194K | 0.63% | 21 |
|
|
2023
Q2 | $2.13M | Sell |
34,312
-417
| -1% | -$25.9K | 0.78% | 20 |
|
|
2023
Q1 | $2.1M | Sell |
34,729
-5,263
| -13% | -$319K | 0.88% | 20 |
|
|
2022
Q4 | $2.43M | Buy |
+39,992
| New | +$2.43M | 1.12% | 18 |
|