Homrich & Berg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $819K | Hold |
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|
2021
Q2 | $827K | Hold |
|
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|
2021
Q1 | $789K | Hold |
|
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|
2020
Q4 | $731K | Hold |
|
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|
2020
Q3 | $655K | Hold |
|
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|
2020
Q2 | $629K | Hold |
|
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|
2020
Q1 | $546K | Sell |
|
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|
2019
Q4 | $749K | Buy |
|
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|
2019
Q3 | $691K | Hold |
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|
2019
Q2 | $678K | Hold |
|
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|
2019
Q1 | $660K | Hold |
|
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|
2018
Q4 | $590K | Hold |
|
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|
2018
Q3 | $670K | Hold |
|
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|
2018
Q2 | $636K | Buy |
|