Chicago Partners Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-186
| Closed | -$8K | – | 479 |
|
|
2018
Q3 | $8K | Hold |
186
| – | – | ﹤0.01% | 855 |
|
|
2018
Q2 | $8K | Hold |
186
| – | – | ﹤0.01% | 835 |
|
|
2018
Q1 | $8K | Hold |
186
| – | – | ﹤0.01% | 804 |
|
|
2017
Q4 | $9K | Hold |
186
| – | – | ﹤0.01% | 760 |
|
|
2017
Q3 | $8K | Sell |
186
-186
| -50% | -$8K | ﹤0.01% | 805 |
|
|
2017
Q2 | $16K | Buy |
+372
| New | +$16K | ﹤0.01% | 532 |
|