Atlas Capital Advisors’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
Sell
-715
Closed -$43.4K 920
2022
Q4
$43.4K Sell
715
-3,535
-83% -$214K 0.01% 559
2022
Q3
$231K Hold
4,250
0.04% 321
2022
Q2
$246K Buy
+4,250
New +$246K 0.04% 333