Financial Advocates Investment Management’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
Q3
Sell
-6,218
Closed -$283K 508
2018
Q2
$283K Sell
6,218
-4,538
-42% -$207K 0.03% 383
2018
Q1
$479K Sell
10,756
-14,496
-57% -$646K 0.06% 260
2017
Q4
$1.17M Buy
+25,252
New +$1.17M 0.16% 135