Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $720K | Sell |
13,606
-4,134
| -23% | -$219K | 0.01% | 1419 |
|
|
2019
Q3 | $881K | Sell |
17,740
-614
| -3% | -$30.5K | 0.01% | 1213 |
|
|
2019
Q2 | $893K | Sell |
18,354
-220
| -1% | -$10.7K | 0.01% | 1189 |
|
|
2019
Q1 | $881K | Sell |
18,574
-270
| -1% | -$12.8K | 0.01% | 1173 |
|
|
2018
Q4 | $800K | Buy |
18,844
+1,324
| +8% | +$56.2K | 0.01% | 1085 |
|
|
2018
Q3 | $842K | Buy |
17,520
+4,316
| +33% | +$207K | 0.01% | 1109 |
|
|
2018
Q2 | $602K | Sell |
13,204
-196
| -1% | -$8.94K | 0.01% | 1186 |
|
|
2018
Q1 | $597K | Sell |
13,400
-918
| -6% | -$40.9K | 0.01% | 1189 |
|
|
2017
Q4 | $665K | Buy |
14,318
+1,042
| +8% | +$48.4K | 0.01% | 1144 |
|
|
2017
Q3 | $583K | Buy |
13,276
+1,880
| +16% | +$82.6K | 0.01% | 1101 |
|
|
2017
Q2 | $485K | Buy |
11,396
+5,474
| +92% | +$233K | 0.01% | 1166 |
|
|
2017
Q1 | $248K | Buy |
5,922
+4,844
| +449% | +$203K | 0.01% | 1497 |
|
|
2016
Q4 | $44K | Sell |
1,078
-1,190
| -52% | -$48.6K | ﹤0.01% | 2704 |
|
|
2016
Q3 | $89K | Sell |
2,268
-3,754
| -62% | -$147K | ﹤0.01% | 2077 |
|
|
2016
Q2 | $229K | Buy |
+6,022
| New | +$229K | 0.01% | 1363 |
|