Advisornet Financial’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
Q2 | – | Sell |
-243
| Closed | -$14.7K | – | 2377 |
|
|
2023
Q1 | $14.7K | Buy |
+243
| New | +$14.7K | ﹤0.01% | 1182 |
|
|
2020
Q1 | – | Sell |
-344
| Closed | -$18K | – | 1796 |
|
|
2019
Q4 | $18K | Hold |
344
| – | – | ﹤0.01% | 1208 |
|
|
2019
Q3 | $17K | Buy |
+344
| New | +$17K | ﹤0.01% | 1222 |
|
|
2018
Q3 | – | Sell |
-990
| Closed | -$45K | – | 1501 |
|
|
2018
Q2 | $45K | Hold |
990
| – | – | 0.01% | 735 |
|
|
2018
Q1 | $44K | Hold |
990
| – | – | 0.01% | 725 |
|
|
2017
Q4 | $46K | Buy |
+990
| New | +$46K | 0.01% | 673 |
|