CVA Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-514
| Closed | -$24K | – | 904 |
|
|
2021
Q3 | $24K | Buy |
+514
| New | +$24K | 0.02% | 246 |
|
|
2020
Q4 | – | Sell |
-514
| Closed | -$24K | – | 359 |
|
|
2020
Q3 | $24K | Buy |
514
+2
| +0.4% | +$93 | 0.02% | 246 |
|
|
2020
Q2 | $23K | Buy |
512
+4
| +0.8% | +$180 | 0.02% | 208 |
|
|
2020
Q1 | $20K | Buy |
+508
| New | +$20K | 0.02% | 198 |
|