Passive Capital Management’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 |
-5,858
| Closed | -$355K | – | 53 |
|
|
2023
Q1 | $355K | Hold |
5,858
| – | – | 0.15% | 43 |
|
|
2022
Q4 | $355K | Buy |
5,858
+17
| +0.3% | +$1.03K | 0.16% | 40 |
|
|
2022
Q3 | $317K | Buy |
5,841
+36
| +0.6% | +$1.95K | 0.17% | 37 |
|
|
2022
Q2 | $336K | Buy |
5,805
+36
| +0.6% | +$2.09K | 0.17% | 37 |
|
|
2022
Q1 | $372K | Buy |
5,769
+18
| +0.3% | +$1.16K | 0.2% | 36 |
|
|
2021
Q4 | $372K | Buy |
+5,751
| New | +$372K | 0.21% | 36 |
|