Verus Capital Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.67M Buy
2025
Q2
$1.52M Buy
2025
Q1
$1.38M Buy
2024
Q4
$1.35M Buy
2024
Q3
$1.3M Sell
2024
Q2
$1.2M Buy
2024
Q1
$1.15M Buy
2023
Q4
$1.02M Buy
2023
Q3
$876K Buy
2023
Q2
$852K Buy
2023
Q1
$795K Buy
2022
Q4
$598K Buy
2022
Q3
$431K Buy
2022
Q2
$315K Buy
2020
Q1
$85K Sell
2019
Q4
$340K Buy