Integrated Advisors Network’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 | – | Sell |
-4,032
| Closed | -$219K | – | 637 |
|
|
2022
Q3 | $219K | Hold |
4,032
| – | – | 0.01% | 577 |
|
|
2022
Q2 | $233K | Hold |
4,032
| – | – | 0.02% | 587 |
|
|
2022
Q1 | $260K | Hold |
4,032
| – | – | 0.02% | 576 |
|
|
2021
Q4 | $261K | Hold |
4,032
| – | – | 0.02% | 556 |
|
|
2021
Q3 | $237K | Hold |
4,032
| – | – | 0.02% | 556 |
|
|
2021
Q2 | $239K | Hold |
4,032
| – | – | 0.02% | 527 |
|
|
2021
Q1 | $228K | Buy |
+4,032
| New | +$228K | 0.02% | 492 |
|