Verus Capital 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 | $1.52M | Buy |
19,110
+1,159
| +6% | +$92.2K | 0.13% | 109 |
|
|
2025
Q1 | $1.38M | Buy |
17,951
+173
| +1% | +$13.3K | 0.13% | 112 |
|
|
2024
Q4 | $1.35M | Buy |
17,778
+824
| +5% | +$62.5K | 0.12% | 112 |
|
|
2024
Q3 | $1.3M | Sell |
16,954
-33
| -0.2% | -$2.53K | 0.12% | 111 |
|
|
2024
Q2 | $1.2M | Buy |
16,987
+666
| +4% | +$47.2K | 0.12% | 115 |
|
|
2024
Q1 | $1.15M | Buy |
16,321
+738
| +5% | +$52.2K | 0.13% | 104 |
|
|
2023
Q4 | $1.02M | Buy |
15,583
+1,017
| +7% | +$66.5K | 0.12% | 101 |
|
|
2023
Q3 | $876K | Buy |
14,566
+846
| +6% | +$50.9K | 0.12% | 106 |
|
|
2023
Q2 | $852K | Buy |
13,720
+603
| +5% | +$37.4K | 0.12% | 109 |
|
|
2023
Q1 | $795K | Buy |
13,117
+3,261
| +33% | +$198K | 0.12% | 109 |
|
|
2022
Q4 | $598K | Buy |
9,856
+1,916
| +24% | +$116K | 0.11% | 124 |
|
|
2022
Q3 | $431K | Buy |
7,940
+2,535
| +47% | +$138K | 0.08% | 161 |
|
|
2022
Q2 | $315K | Buy |
+5,405
| New | +$315K | 0.06% | 215 |
|
|
2020
Q1 | $85K | Sell |
2,176
-4,270
| -66% | -$167K | 0.03% | 350 |
|
|
2019
Q4 | $340K | Buy |
+6,446
| New | +$340K | 0.11% | 140 |
|