Sandy Spring Bank’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
Q3 | – | Sell |
-800
| Closed | -$56.7K | – | 1225 |
|
|
2024
Q2 | $56.7K | Sell |
800
-370
| -32% | -$26.2K | ﹤0.01% | 562 |
|
|
2024
Q1 | $82.7K | Sell |
1,170
-309
| -21% | -$21.9K | ﹤0.01% | 495 |
|
|
2023
Q4 | $96.7K | Hold |
1,479
| – | – | ﹤0.01% | 452 |
|
|
2023
Q3 | $89K | Sell |
1,479
-1,000
| -40% | -$60.2K | ﹤0.01% | 453 |
|
|
2023
Q2 | $154K | Hold |
2,479
| – | – | 0.01% | 384 |
|
|
2023
Q1 | $150K | Buy |
+2,479
| New | +$150K | 0.01% | 383 |
|
|
2022
Q3 | – | Sell |
-756
| Closed | -$44K | – | 1138 |
|
|
2022
Q2 | $44K | Buy |
+756
| New | +$44K | ﹤0.01% | 538 |
|