Ahrens Investment Partners’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
$30.3K Buy
+500
New +$30.3K 0.02% 399
2022
Q3
Sell
-400
Closed -$23K 357
2022
Q2
$23K Hold
400
0.01% 468
2022
Q1
$26K Hold
400
0.01% 535
2021
Q4
$26K Buy
+400
New +$26K 0.01% 523