Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-590
| Closed | -$36.6K | – | 539 |
|
|
2023
Q2 | $36.6K | Hold |
590
| – | – | ﹤0.01% | 354 |
|
|
2023
Q1 | $35.7K | Hold |
590
| – | – | ﹤0.01% | 352 |
|
|
2022
Q4 | $35.8K | Hold |
590
| – | – | ﹤0.01% | 360 |
|
|
2022
Q3 | $32K | Hold |
590
| – | – | ﹤0.01% | 339 |
|
|
2022
Q2 | $34K | Buy |
+590
| New | +$34K | ﹤0.01% | 364 |
|