B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,578
| Closed | -$231K | – | 1271 |
|
|
2022
Q1 | $231K | Hold |
3,578
| – | – | 0.01% | 1144 |
|
|
2021
Q4 | $232K | Hold |
3,578
| – | – | 0.01% | 1201 |
|
|
2021
Q3 | $211K | Hold |
3,578
| – | – | 0.01% | 1215 |
|
|
2021
Q2 | $212K | Hold |
3,578
| – | – | 0.01% | 1193 |
|
|
2021
Q1 | $203K | Buy |
+3,578
| New | +$203K | 0.01% | 1190 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$37 | – | 921 |
|
|
2014
Q4 | $37 | Buy |
+1,000
| New | +$37 | ﹤0.01% | 2248 |
|
|
2014
Q3 | – | Sell |
-600
| Closed | -$21.5K | – | 949 |
|
|
2014
Q2 | $21.5K | Buy |
+600
| New | +$21.5K | 0.01% | 1438 |
|