Vertex Planning Partners’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 | $7.44M | Buy |
93,503
+120
| +0.1% | +$9.54K | 1.55% | 18 |
|
|
2025
Q1 | $7.19M | Buy |
93,383
+2,300
| +3% | +$177K | 1.57% | 19 |
|
|
2024
Q4 | $6.91M | Sell |
91,083
-4,367
| -5% | -$331K | 1.52% | 17 |
|
|
2024
Q3 | $7.32M | Buy |
95,450
+411
| +0.4% | +$31.5K | 1.75% | 15 |
|
|
2024
Q2 | $6.73M | Sell |
95,039
-106,765
| -53% | -$7.56M | 1.75% | 16 |
|
|
2024
Q1 | $14.3M | Buy |
201,804
+3,136
| +2% | +$222K | 3.95% | 8 |
|
|
2023
Q4 | $13M | Sell |
198,668
-139,905
| -41% | -$9.15M | 3.85% | 9 |
|
|
2023
Q3 | $20.4M | Buy |
338,573
+759
| +0.2% | +$45.7K | 7.01% | 6 |
|
|
2023
Q2 | $21M | Sell |
337,814
-195,237
| -37% | -$12.1M | 7.14% | 5 |
|
|
2023
Q1 | $32.3M | Buy |
533,051
+22,980
| +5% | +$1.39M | 12.16% | 2 |
|
|
2022
Q4 | $30.9M | Buy |
+510,071
| New | +$30.9M | 12.07% | 2 |
|