KLR Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.4M | Sell |
20,528
-3,430
| -14% | -$234K | 1.01% | 18 |
|
|
2023
Q4 | $1.57M | Buy |
23,958
+1,601
| +7% | +$105K | 1.13% | 17 |
|
|
2023
Q3 | $1.35M | Sell |
22,357
-336
| -1% | -$20.4K | 1.23% | 18 |
|
|
2023
Q2 | $1.41M | Sell |
22,693
-817
| -3% | -$50.7K | 1.16% | 19 |
|
|
2023
Q1 | $1.42M | Buy |
23,510
+820
| +4% | +$49.7K | 1.25% | 17 |
|
|
2022
Q4 | $1.38M | Buy |
+22,690
| New | +$1.38M | 1.13% | 18 |
|