GPS Wealth Strategies Group’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
Q3
Sell
-1,020
Closed -$60K 1030
2021
Q2
$60K Hold
1,020
0.02% 377
2021
Q1
$57K Sell
1,020
-3,200
-76% -$179K 0.02% 361
2020
Q4
$221K Buy
+4,220
New +$221K 0.08% 160