Ruggie Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,476
| Closed | -$67K | – | 255 |
|
|
2018
Q2 | $67K | Hold |
1,476
| – | – | 0.03% | 159 |
|
|
2018
Q1 | $66K | Hold |
1,476
| – | – | 0.04% | 129 |
|
|
2017
Q4 | $69K | Hold |
1,476
| – | – | 0.04% | 122 |
|
|
2017
Q3 | $65K | Hold |
1,476
| – | – | 0.04% | 114 |
|
|
2017
Q2 | $63K | Hold |
1,476
| – | – | 0.04% | 119 |
|
|
2017
Q1 | $62K | Buy |
+1,476
| New | +$62K | 0.05% | 107 |
|
|
2016
Q4 | – | Sell |
-1,476
| Closed | -$58K | – | 156 |
|
|
2016
Q3 | $58K | Buy |
+1,476
| New | +$58K | 0.05% | 81 |
|