Newbridge Financial Services Group’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
Q2 | – | Sell |
-483
| Closed | -$29.3K | – | 1378 |
|
|
2023
Q1 | $29.3K | Buy |
483
+3
| +0.6% | +$182 | 0.02% | 600 |
|
|
2022
Q4 | $29.1K | Buy |
480
+15
| +3% | +$910 | 0.02% | 602 |
|
|
2022
Q3 | $25K | Buy |
465
+10
| +2% | +$538 | 0.01% | 633 |
|
|
2022
Q2 | $26K | Buy |
455
+18
| +4% | +$1.03K | 0.02% | 574 |
|
|
2022
Q1 | $28K | Buy |
437
+42
| +11% | +$2.69K | 0.01% | 624 |
|
|
2021
Q4 | $26K | Buy |
395
+3
| +0.8% | +$197 | 0.01% | 642 |
|
|
2021
Q3 | $23K | Buy |
392
+196
| +100% | +$11.5K | 0.01% | 617 |
|
|
2021
Q2 | $12K | Buy |
+196
| New | +$12K | 0.01% | 931 |
|