First Allied Advisory Services’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
Q3 | $718K | Sell |
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|
2020
Q2 | $762K | Sell |
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|
2020
Q1 | $671K | Sell |
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|
2019
Q4 | $1.34M | Buy |
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|
2019
Q3 | $738K | Buy |
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|
2019
Q2 | $298K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $161K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $243K | Sell |
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|
2017
Q1 | $614K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $245K | Sell |
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|
2016
Q2 | $250K | Sell |
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|
2016
Q1 | $247K | Sell |
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|
2015
Q4 | $269K | Hold |
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|
2015
Q3 | $253K | Hold |
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|
2015
Q2 | $273K | Sell |
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|
2015
Q1 | $375K | Hold |
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|
2014
Q4 | $377K | Buy |
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|
2014
Q3 | $240K | Sell |
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|
2014
Q2 | $290K | Buy |
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|
2014
Q1 | $226K | Buy |
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|
2013
Q4 | $218K | Buy |
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