S.C. Financial Services’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
Q4
$661K Buy
10,901
+170
+2% +$10.3K 1.02% 28
2022
Q3
$582K Sell
10,731
-523
-5% -$28.4K 0.92% 29
2022
Q2
$652K Buy
11,254
+6,243
+125% +$362K 1% 28
2022
Q1
$324K Buy
+5,011
New +$324K 0.42% 80