Certuity’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
Q1 | – | Sell |
-7,638
| Closed | -$494K | – | 308 |
|
|
2021
Q4 | $494K | Hold |
7,638
| – | – | 0.11% | 134 |
|
|
2021
Q3 | $448K | Hold |
7,638
| – | – | 0.09% | 175 |
|
|
2021
Q2 | $452K | Hold |
7,638
| – | – | 0.1% | 144 |
|
|
2021
Q1 | $432K | Hold |
7,638
| – | – | 0.12% | 128 |
|
|
2020
Q4 | $400K | Buy |
+7,638
| New | +$400K | 0.13% | 119 |
|