Bingham Osborn & Scarborough’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $244K | Hold |
|
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|
2021
Q1 | $233K | Hold |
|
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|
2020
Q4 | $216K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $218K | Hold |
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|
2019
Q3 | $204K | Hold |
|
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|
2019
Q2 | $200K | Sell |
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|
2019
Q1 | $356K | Hold |
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|
2018
Q4 | $318K | Hold |
|
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|
2018
Q3 | $361K | Hold |
|
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|
2018
Q2 | $343K | Hold |
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|
2018
Q1 | $335K | Hold |
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|
2017
Q4 | $350K | Buy |
|