Investment Centers of America’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-38,222
| Closed | -$1.68M | – | 107 |
|
|
2017
Q3 | $1.68M | Buy |
38,222
+2,598
| +7% | +$114K | 0.12% | 157 |
|
|
2017
Q2 | $1.51M | Buy |
35,624
+2,574
| +8% | +$109K | 0.11% | 164 |
|
|
2017
Q1 | $1.39M | Buy |
33,050
+8,478
| +35% | +$356K | 0.11% | 176 |
|
|
2016
Q4 | $996K | Buy |
24,572
+17,902
| +268% | +$726K | 0.09% | 209 |
|
|
2016
Q3 | $263K | Buy |
+6,670
| New | +$263K | 0.03% | 411 |
|