Intersect Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,966
| Closed | -$315K | – | 173 |
|
|
2019
Q4 | $315K | Sell |
5,966
-328
| -5% | -$17.3K | 0.11% | 125 |
|
|
2019
Q3 | $312K | Sell |
6,294
-430
| -6% | -$21.3K | 0.12% | 125 |
|
|
2019
Q2 | $327K | Hold |
6,724
| – | – | 0.13% | 123 |
|
|
2019
Q1 | $318K | Buy |
6,724
+1,974
| +42% | +$93.4K | 0.13% | 106 |
|
|
2018
Q4 | $201K | Buy |
+4,750
| New | +$201K | 0.1% | 122 |
|