Wealth Enhancement Advisory Services’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 | $1.81M | Buy |
22,415
+5,277
| +31% | +$427K | ﹤0.01% | 1402 |
|
|
2025
Q1 | $1.32M | Buy |
17,138
+299
| +2% | +$23K | ﹤0.01% | 1458 |
|
|
2024
Q4 | $1.28M | Buy |
16,839
+222
| +1% | +$16.8K | ﹤0.01% | 1407 |
|
|
2024
Q3 | $1.27M | Buy |
16,617
+701
| +4% | +$53.8K | ﹤0.01% | 1267 |
|
|
2024
Q2 | $1.13M | Buy |
15,916
+266
| +2% | +$18.8K | ﹤0.01% | 1221 |
|
|
2024
Q1 | $1.11M | Buy |
15,650
+53
| +0.3% | +$3.75K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $1.02M | Buy |
15,597
+83
| +0.5% | +$5.43K | ﹤0.01% | 1169 |
|
|
2023
Q3 | $933K | Buy |
+15,514
| New | +$933K | ﹤0.01% | 1132 |
|