Oxler Private 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
2022
Q4
Sell
-2,246
Closed -$122K 146
2022
Q3
$122K Buy
2,246
+16
+0.7% +$869 0.07% 121
2022
Q2
$129K Buy
+2,230
New +$129K 0.06% 118
2021
Q1
Sell
-2,198
Closed -$115K 145
2020
Q4
$115K Buy
+2,198
New +$115K 0.06% 129