JD Financial 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
2021
Q4
$5.03M Buy
77,649
+3,021
+4% +$196K 4.14% 11
2021
Q3
$4.38M Buy
74,628
+7,116
+11% +$418K 4% 11
2021
Q2
$4M Buy
67,512
+39,348
+140% +$2.33M 3.71% 11
2021
Q1
$1.59M Buy
+28,164
New +$1.59M 2.02% 12