Claraphi Advisory Network’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
2020
Q2
Sell
-2,578
Closed -$101K 502
2020
Q1
$101K Buy
+2,578
New +$125K 0.05% 326

Other funds holding DTD

Claraphi Advisory Network's DTD Position: Q2 2020 in Review

Claraphi Advisory Network sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2020, closing a stake of 2,578 shares — an estimated $101K sold.

Claraphi Advisory Network first reported a position in DTD in Q1 2020 and held it in 1 quarter. The position peaked at $101K in Q1 2020. 111 funds tracked by Wall St. Rank hold DTD as of Q2 2020.

  • Claraphi Advisory Network reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 2,578 WisdomTree US Total Dividend Fund shares in Q2 2020, an estimated $101K.
  • Claraphi Advisory Network first reported a position in WisdomTree US Total Dividend Fund in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's WisdomTree US Total Dividend Fund position peaked at $101K in Q1 2020.
  • 111 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.