WealthShield 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 | $89.9K | Hold |
1,130
| – | – | 0.01% | 391 |
|
|
2025
Q1 | $87K | Sell |
1,130
-68
| -6% | -$5.23K | 0.01% | 380 |
|
|
2024
Q4 | $90.9K | Hold |
1,198
| – | – | 0.01% | 348 |
|
|
2024
Q3 | $91.9K | Sell |
1,198
-65
| -5% | -$4.98K | 0.01% | 355 |
|
|
2024
Q2 | $89.5K | Hold |
1,263
| – | – | 0.01% | 330 |
|
|
2024
Q1 | $89.3K | Buy |
1,263
+253
| +25% | +$17.9K | 0.01% | 323 |
|
|
2023
Q4 | $66K | Hold |
1,010
| – | – | 0.01% | 345 |
|
|
2023
Q3 | $60.8K | Sell |
1,010
-39
| -4% | -$2.35K | 0.01% | 364 |
|
|
2023
Q2 | $65.1K | Hold |
1,049
| – | – | 0.01% | 364 |
|
|
2023
Q1 | $63.6K | Buy |
+1,049
| New | +$63.6K | 0.01% | 365 |
|