Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-796
| Closed | -$52K | – | 264 |
|
|
2023
Q4 | $52K | Hold |
796
| – | – | 0.03% | 324 |
|
|
2023
Q3 | $47.9K | Hold |
796
| – | – | 0.03% | 333 |
|
|
2023
Q2 | $49.4K | Hold |
796
| – | – | 0.03% | 328 |
|
|
2023
Q1 | $48.2K | Hold |
796
| – | – | 0.03% | 333 |
|
|
2022
Q4 | $48.3K | Buy |
+796
| New | +$48.3K | 0.03% | 427 |
|