Libra Wealth’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
Q2
Sell
-2,867
Closed -$203K 54
2024
Q1
$203K Buy
+2,867
New +$203K 0.09% 55
2022
Q2
Sell
-5,667
Closed -$274K 48
2022
Q1
$274K Buy
5,667
+47
+0.8% +$2.27K 0.16% 24
2021
Q4
$275K Buy
+5,620
New +$275K 0.18% 21