Atherton Lane Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $720K | Sell |
20,090
-300
| -1% | -$10.8K | 0.04% | 127 |
|
|
2015
Q3 | $692K | Hold |
20,390
| – | – | 0.04% | 128 |
|
|
2015
Q2 | $746K | Sell |
20,390
-1,470
| -7% | -$53.8K | 0.04% | 126 |
|
|
2015
Q1 | $812K | Sell |
21,860
-2,650
| -11% | -$98.4K | 0.04% | 139 |
|
|
2014
Q4 | $916K | Sell |
24,510
-550
| -2% | -$20.6K | 0.05% | 129 |
|
|
2014
Q3 | $895K | Buy |
25,060
+2,910
| +13% | +$104K | 0.05% | 131 |
|
|
2014
Q2 | $792K | Buy |
+22,150
| New | +$792K | 0.04% | 142 |
|