Baron Financial Group’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
Q3 | – | Sell |
-1,450
| Closed | -$84K | – | 91 |
|
|
2022
Q2 | $84K | Hold |
1,450
| – | – | 0.06% | 66 |
|
|
2022
Q1 | $93.6K | Hold |
1,450
| – | – | 0.05% | 67 |
|
|
2021
Q4 | $93.9K | Hold |
1,450
| – | – | 0.05% | 68 |
|
|
2021
Q3 | $85.1K | Sell |
1,450
-950
| -40% | -$55.8K | 0.05% | 71 |
|
|
2021
Q2 | $142K | Hold |
2,400
| – | – | 0.09% | 57 |
|
|
2021
Q1 | $136K | Sell |
2,400
-400
| -14% | -$22.6K | 0.09% | 57 |
|
|
2020
Q4 | $147K | Hold |
2,800
| – | – | 0.12% | 52 |
|
|
2020
Q3 | $132K | Buy |
+2,800
| New | +$132K | 0.12% | 52 |
|