Benjamin F. Edwards & Company’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 |
-800
| Closed | -$46K | – | 1830 |
|
|
2022
Q2 | $46K | Buy |
+800
| New | +$46K | ﹤0.01% | 1055 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$17K | – | 1709 |
|
|
2018
Q4 | $17K | Hold |
400
| – | – | ﹤0.01% | 1126 |
|
|
2018
Q3 | $19K | Hold |
400
| – | – | ﹤0.01% | 1116 |
|
|
2018
Q2 | $18K | Hold |
400
| – | – | ﹤0.01% | 1120 |
|
|
2018
Q1 | $18K | Hold |
400
| – | – | ﹤0.01% | 1094 |
|
|
2017
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 1039 |
|
|
2017
Q3 | $18K | Hold |
400
| – | – | ﹤0.01% | 997 |
|
|
2017
Q2 | $17K | Hold |
400
| – | – | ﹤0.01% | 935 |
|
|
2017
Q1 | $17K | Sell |
400
-50
| -11% | -$2.13K | ﹤0.01% | 881 |
|
|
2016
Q4 | $18K | Buy |
450
+150
| +50% | +$6K | ﹤0.01% | 818 |
|
|
2016
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 797 |
|
|
2016
Q2 | $12K | Hold |
300
| – | – | ﹤0.01% | 755 |
|
|
2016
Q1 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 786 |
|