Waverly Advisors’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 | $286K | Hold |
3,591
| – | – | ﹤0.01% | 987 |
|
|
2025
Q1 | $276K | Buy |
3,591
+97
| +3% | +$7.47K | ﹤0.01% | 946 |
|
|
2024
Q4 | $265K | Buy |
3,494
+13
| +0.4% | +$986 | ﹤0.01% | 856 |
|
|
2024
Q3 | $267K | Buy |
3,481
+14
| +0.4% | +$1.07K | ﹤0.01% | 709 |
|
|
2024
Q2 | $246K | Buy |
3,467
+14
| +0.4% | +$992 | ﹤0.01% | 712 |
|
|
2024
Q1 | $244K | Buy |
+3,453
| New | +$244K | 0.01% | 611 |
|