Investors Capital Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $2.41M | Sell |
62,778
-640
| -1% | -$24.5K | 0.46% | 45 |
|
|
2016
Q1 | $2.35M | Buy |
63,418
+1,618
| +3% | +$60K | 0.47% | 43 |
|
|
2015
Q4 | $2.21M | Buy |
61,800
+972
| +2% | +$34.8K | 0.43% | 45 |
|
|
2015
Q3 | $2.06M | Sell |
60,828
-838
| -1% | -$28.4K | 0.41% | 42 |
|
|
2015
Q2 | $2.26M | Buy |
61,666
+6,970
| +13% | +$255K | 0.41% | 38 |
|
|
2015
Q1 | $2.03M | Buy |
54,696
+4,808
| +10% | +$178K | 0.38% | 45 |
|
|
2014
Q4 | $1.86M | Buy |
49,888
+4,064
| +9% | +$152K | 0.36% | 54 |
|
|
2014
Q3 | $1.64M | Buy |
45,824
+5,116
| +13% | +$183K | 0.32% | 63 |
|
|
2014
Q2 | $1.46M | Buy |
40,708
+9,736
| +31% | +$348K | 0.24% | 110 |
|
|
2014
Q1 | $1.06M | Buy |
30,972
+6,504
| +27% | +$222K | 0.23% | 124 |
|
|
2013
Q4 | $821K | Buy |
24,468
+13,106
| +115% | +$440K | 0.19% | 148 |
|
|
2013
Q3 | $351K | Buy |
11,362
+502
| +5% | +$15.5K | 0.09% | 309 |
|
|
2013
Q2 | $327K | Buy |
+10,860
| New | +$327K | 0.1% | 290 |
|