Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $720K | Sell |
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|
2019
Q3 | $881K | Sell |
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|
2019
Q2 | $893K | Sell |
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|
2019
Q1 | $881K | Sell |
|
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|
2018
Q4 | $800K | Buy |
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|
2018
Q3 | $842K | Buy |
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|
2018
Q2 | $602K | Sell |
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|
2018
Q1 | $597K | Sell |
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|
2017
Q4 | $665K | Buy |
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|
2017
Q3 | $583K | Buy |
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|
2017
Q2 | $485K | Buy |
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|
2017
Q1 | $248K | Buy |
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|
2016
Q4 | $44K | Sell |
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|
2016
Q3 | $89K | Sell |
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|
2016
Q2 | $229K | Buy |
|