Addison Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-240
| Closed | -$14.6K | – | 670 |
|
|
2022
Q4 | $14.6K | Hold |
240
| – | – | 0.01% | 407 |
|
|
2022
Q3 | $13K | Hold |
240
| – | – | 0.01% | 410 |
|
|
2022
Q2 | $14K | Hold |
240
| – | – | 0.01% | 397 |
|
|
2022
Q1 | $15K | Hold |
240
| – | – | 0.01% | 427 |
|
|
2021
Q4 | $16K | Hold |
240
| – | – | 0.01% | 361 |
|
|
2021
Q3 | $14K | Hold |
240
| – | – | 0.01% | 285 |
|
|
2021
Q2 | $14K | Buy |
+240
| New | +$14K | 0.01% | 282 |
|
|
2020
Q4 | $16K | Buy |
+304
| New | +$16K | 0.02% | 257 |
|