Hotaling Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $357K | Hold |
5,880
| – | – | 0.16% | 86 |
|
|
2022
Q3 | $319K | Hold |
5,880
| – | – | 0.15% | 88 |
|
|
2022
Q2 | $341K | Hold |
5,880
| – | – | 0.15% | 97 |
|
|
2022
Q1 | $380K | Hold |
5,880
| – | – | 0.15% | 95 |
|
|
2021
Q4 | $381K | Hold |
5,880
| – | – | 0.13% | 97 |
|
|
2021
Q3 | $345K | Hold |
5,880
| – | – | 0.14% | 94 |
|
|
2021
Q2 | $348K | Hold |
5,880
| – | – | 0.14% | 95 |
|
|
2021
Q1 | $332K | Hold |
5,880
| – | – | 0.15% | 94 |
|
|
2020
Q4 | $308K | Hold |
5,880
| – | – | 0.14% | 93 |
|
|
2020
Q3 | $276K | Hold |
5,880
| – | – | 0.15% | 91 |
|
|
2020
Q2 | $265K | Hold |
5,880
| – | – | 0.15% | 93 |
|
|
2020
Q1 | $230K | Hold |
5,880
| – | – | 0.17% | 88 |
|
|
2019
Q4 | $310K | Hold |
5,880
| – | – | 0.18% | 88 |
|
|
2019
Q3 | $291K | Hold |
5,880
| – | – | 0.19% | 88 |
|
|
2019
Q2 | $286K | Hold |
5,880
| – | – | 0.18% | 96 |
|
|
2019
Q1 | $278K | Hold |
5,880
| – | – | 0.19% | 95 |
|
|
2018
Q4 | $249K | Buy |
+5,880
| New | +$249K | 0.2% | 98 |
|