WealthShield 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 | $92.1K | Sell |
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|
2025
Q2 | $89.9K | Hold |
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|
2025
Q1 | $87K | Sell |
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|
2024
Q4 | $90.9K | Hold |
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|
2024
Q3 | $91.9K | Sell |
|
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|
2024
Q2 | $89.5K | Hold |
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|
2024
Q1 | $89.3K | Buy |
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|
2023
Q4 | $66K | Hold |
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|
2023
Q3 | $60.8K | Sell |
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|
2023
Q2 | $65.1K | Hold |
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|
2023
Q1 | $63.6K | Buy |
|