Cordasco Financial Network’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
Q2 | $28K | Hold |
480
| – | – | 0.02% | 247 |
|
|
2022
Q1 | $31K | Hold |
480
| – | – | 0.02% | 252 |
|
|
2021
Q4 | $31K | Hold |
480
| – | – | 0.02% | 250 |
|
|
2021
Q3 | $28K | Hold |
480
| – | – | 0.02% | 258 |
|
|
2021
Q2 | $28K | Hold |
480
| – | – | 0.02% | 263 |
|
|
2021
Q1 | $27K | Hold |
480
| – | – | 0.02% | 259 |
|
|
2020
Q4 | $25K | Hold |
480
| – | – | 0.02% | 225 |
|
|
2020
Q3 | $23K | Hold |
480
| – | – | 0.02% | 228 |
|
|
2020
Q2 | $22K | Buy |
+480
| New | +$22K | 0.02% | 216 |
|