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Dynamic Advisor Solutions’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Dynamic Advisor Solutions’s Portfolio DTD Stock Details DTD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,312
Closed -$333K – 497
2019
Q4 		$333K Sell
6,312
-438
-6% -$23.1K 0.05% 388
2019
Q3 		$334K Sell
6,750
-710
-10% -$35.1K 0.05% 354
2019
Q2 		$362K Buy
+7,460
New +$362K 0.06% 322