WhitTier Trust Company’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 | $851K | Hold |
10,707
| – | – | 0.02% | 327 |
|
|
2025
Q1 | $824K | Hold |
10,707
| – | – | 0.02% | 323 |
|
|
2024
Q4 | $812K | Hold |
10,707
| – | – | 0.02% | 307 |
|
|
2024
Q3 | $821K | Hold |
10,707
| – | – | 0.02% | 303 |
|
|
2024
Q2 | $758K | Buy |
10,707
+240
| +2% | +$17K | 0.02% | 306 |
|
|
2024
Q1 | $740K | Hold |
10,467
| – | – | 0.02% | 308 |
|
|
2023
Q4 | $684K | Hold |
10,467
| – | – | 0.02% | 305 |
|
|
2023
Q3 | $630K | Hold |
10,467
| – | – | 0.02% | 314 |
|
|
2023
Q2 | $650K | Hold |
10,467
| – | – | 0.02% | 311 |
|
|
2023
Q1 | $634K | Hold |
10,467
| – | – | 0.02% | 311 |
|
|
2022
Q4 | $635K | Hold |
10,467
| – | – | 0.03% | 316 |
|
|
2022
Q3 | $568K | Hold |
10,467
| – | – | 0.02% | 323 |
|
|
2022
Q2 | $606K | Hold |
10,467
| – | – | 0.03% | 322 |
|
|
2022
Q1 | $676K | Buy |
+10,467
| New | +$676K | 0.02% | 321 |
|