Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,944
| Closed | -$179K | – | 1107 |
|
|
2022
Q4 | $179K | Buy |
+2,944
| New | +$179K | 0.01% | 736 |
|
|
2022
Q2 | – | Sell |
-3,044
| Closed | -$197K | – | 1727 |
|
|
2022
Q1 | $197K | Buy |
+3,044
| New | +$197K | 0.01% | 746 |
|
|
2021
Q1 | – | Sell |
-38
| Closed | -$2K | – | 726 |
|
|
2020
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 635 |
|