JIC
DTD icon

Joel Isaacson & Co’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Joel Isaacson & Co’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,000
Closed -$422K – 199
2019
Q4 		$422K Buy
+8,000
New +$422K 0.06% 144