WhitTier Trust Company’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 | $882K | Sell |
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|
2025
Q2 | $851K | Hold |
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|
2025
Q1 | $824K | Hold |
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|
2024
Q4 | $812K | Hold |
|
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|
2024
Q3 | $821K | Hold |
|
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|
2024
Q2 | $758K | Buy |
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|
2024
Q1 | $740K | Hold |
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|
2023
Q4 | $684K | Hold |
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|
2023
Q3 | $630K | Hold |
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|
2023
Q2 | $650K | Hold |
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|
2023
Q1 | $634K | Hold |
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|
2022
Q4 | $635K | Hold |
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|
2022
Q3 | $568K | Hold |
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|
2022
Q2 | $606K | Hold |
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|
2022
Q1 | $676K | Buy |
|