MSI Financial Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $220K | Buy |
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|
2016
Q3 | $211K | Sell |
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|
2016
Q2 | $208K | Sell |
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|
2016
Q1 | $248K | Sell |
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|
2015
Q4 | $333K | Buy |
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|
2015
Q3 | $138K | Buy |
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|
2015
Q2 | $59K | Hold |
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|
2015
Q1 | $60K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $25K | Sell |
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|
2014
Q2 | $38K | Sell |
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|
2014
Q1 | $40K | Hold |
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|
2013
Q4 | $40K | Hold |
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|
2013
Q3 | $37K | Hold |
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|
2013
Q2 | $36K | Buy |
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