RE Dickinson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $72K | Sell |
95
-38
| -29% | -$28.8K | ﹤0.01% | 179 |
|
|
2024
Q3 | $10.2K | Sell |
133
-13
| -9% | -$997 | 0.01% | 162 |
|
|
2024
Q2 | $10.3K | Hold |
146
| – | – | 0.01% | 155 |
|
|
2024
Q1 | $10K | Hold |
146
| – | – | 0.01% | 157 |
|
|
2023
Q4 | $10K | Hold |
146
| – | – | 0.01% | 159 |
|
|
2023
Q3 | $9K | Sell |
146
-67
| -31% | -$4.13K | 0.01% | 178 |
|
|
2023
Q2 | $13K | Buy |
213
+93
| +78% | +$5.68K | ﹤0.01% | 242 |
|
|
2023
Q1 | $7K | Sell |
120
-93
| -44% | -$5.43K | ﹤0.01% | 287 |
|
|
2022
Q4 | $13K | Sell |
213
-67
| -24% | -$4.09K | 0.01% | 237 |
|
|
2022
Q3 | $15K | Hold |
280
| – | – | 0.01% | 130 |
|
|
2022
Q2 | $16 | Sell |
280
-1,192
| -81% | -$68 | ﹤0.01% | 143 |
|
|
2022
Q1 | $18K | Buy |
1,472
+280
| +23% | +$3.42K | 0.01% | 154 |
|
|
2021
Q4 | $77K | Buy |
+1,192
| New | +$77K | 0.06% | 65 |
|