Bridgewealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,512
| Closed | -$248K | – | 74 |
|
|
2024
Q1 | $248K | Sell |
3,512
-2,631
| -43% | -$186K | 0.12% | 62 |
|
|
2023
Q4 | $402K | Sell |
6,143
-3,454
| -36% | -$226K | 0.31% | 47 |
|
|
2023
Q3 | $577K | Sell |
9,597
-731
| -7% | -$44K | 0.71% | 31 |
|
|
2023
Q2 | $641K | Buy |
10,328
+4,623
| +81% | +$287K | 1.04% | 21 |
|
|
2023
Q1 | $346K | Buy |
5,705
+1,202
| +27% | +$72.8K | 0.64% | 35 |
|
|
2022
Q4 | $273K | Buy |
+4,503
| New | +$273K | 0.54% | 36 |
|