Hotaling Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $357K | Hold |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $341K | Hold |
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|
2022
Q1 | $380K | Hold |
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|
2021
Q4 | $381K | Hold |
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|
2021
Q3 | $345K | Hold |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $332K | Hold |
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|
2020
Q4 | $308K | Hold |
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|
2020
Q3 | $276K | Hold |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $230K | Hold |
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|
2019
Q4 | $310K | Hold |
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|
2019
Q3 | $291K | Hold |
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|
2019
Q2 | $286K | Hold |
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|
2019
Q1 | $278K | Hold |
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|
2018
Q4 | $249K | Buy |
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