Plante Moran Financial Advisors’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
2017
Q1
Sell
-46
Closed -$2K 907
2016
Q4
$2K Buy
+46
New +$2K ﹤0.01% 844
2015
Q2
Sell
-1,342
Closed -$50K 725
2015
Q1
$50K Buy
+1,342
New +$50K 0.03% 281