Intersect Capital’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
2020
Q1
Sell
2019
Q4
$315K Sell
2019
Q3
$312K Sell
2019
Q2
$327K Hold
2019
Q1
$318K Buy
2018
Q4
$201K Buy