BFA
Benedict Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,235
| Closed | -$215K | – | 106 |
|
|
2018
Q3 | $215K | Sell |
2,235
-43
| -2% | -$4.14K | 0.1% | 104 |
|
|
2018
Q2 | $208K | Sell |
2,278
-70
| -3% | -$6.39K | 0.1% | 102 |
|
|
2018
Q1 | $209K | Sell |
2,348
-186
| -7% | -$16.6K | 0.11% | 100 |
|
|
2017
Q4 | $236K | Sell |
2,534
-34
| -1% | -$3.17K | 0.11% | 102 |
|
|
2017
Q3 | $225K | Sell |
2,568
-23
| -0.9% | -$2.02K | 0.12% | 104 |
|
|
2017
Q2 | $223K | Sell |
2,591
-215
| -8% | -$18.5K | 0.12% | 101 |
|
|
2017
Q1 | $236K | Sell |
2,806
-396
| -12% | -$33.3K | 0.13% | 98 |
|
|
2016
Q4 | $260K | Sell |
3,202
-62
| -2% | -$5.03K | 0.15% | 92 |
|
|
2016
Q3 | $253K | Buy |
3,264
+15
| +0.5% | +$1.16K | 0.15% | 91 |
|
|
2016
Q2 | $250K | Sell |
3,249
-81
| -2% | -$6.23K | 0.15% | 88 |
|
|
2016
Q1 | $247K | Sell |
3,330
-64
| -2% | -$4.75K | 0.15% | 88 |
|
|
2015
Q4 | $243K | Sell |
3,394
-365
| -10% | -$26.1K | 0.15% | 87 |
|
|
2015
Q3 | $255K | Sell |
3,759
-391
| -9% | -$26.5K | 0.18% | 82 |
|
|
2015
Q2 | $306K | Buy |
4,150
+14
| +0.3% | +$1.03K | 0.2% | 79 |
|
|
2015
Q1 | $310K | Buy |
4,136
+9
| +0.2% | +$675 | 0.2% | 84 |
|
|
2014
Q4 | $308K | Buy |
+4,127
| New | +$308K | 0.2% | 82 |
|