Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $528K | Buy |
|
|||||
|
2021
Q3 | $448K | Buy |
|
|||||
|
2021
Q2 | $411K | Buy |
|
|||||
|
2021
Q1 | $345K | Sell |
|
|||||
|
2020
Q4 | $322K | Buy |
|
|||||
|
2020
Q3 | $256K | Buy |
|
|||||
|
2020
Q2 | $241K | Buy |
|
|||||
|
2020
Q1 | $206K | Hold |
|
|||||
|
2019
Q4 | $278K | Buy |
|
|||||
|
2019
Q3 | $201K | Buy |
|
|||||
|
2019
Q2 | $151K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $115K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $19K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $49K | Buy |
|