RegentAtlantic Capital’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
Q3 | $2.03M | Hold |
37,424
| – | – | 0.06% | 208 |
|
|
2022
Q2 | $2.17M | Hold |
37,424
| – | – | 0.07% | 199 |
|
|
2022
Q1 | $2.42M | Hold |
37,424
| – | – | 0.07% | 200 |
|
|
2021
Q4 | $2.42M | Hold |
37,424
| – | – | 0.07% | 196 |
|
|
2021
Q3 | $2.2M | Hold |
37,424
| – | – | 0.07% | 197 |
|
|
2021
Q2 | $2.22M | Hold |
37,424
| – | – | 0.07% | 194 |
|
|
2021
Q1 | $2.12M | Hold |
37,424
| – | – | 0.07% | 183 |
|
|
2020
Q4 | $1.96M | Hold |
37,424
| – | – | 0.08% | 173 |
|
|
2020
Q3 | $1.76M | Buy |
+37,424
| New | +$1.76M | 0.08% | 173 |
|