SignatureFD’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,888
| Closed | -$100K | – | 2297 |
|
|
2019
Q4 | $100K | Buy |
1,888
+1,244
| +193% | +$65.9K | 0.01% | 705 |
|
|
2019
Q3 | $32K | Buy |
644
+6
| +0.9% | +$298 | ﹤0.01% | 1074 |
|
|
2019
Q2 | $31K | Buy |
638
+4
| +0.6% | +$194 | ﹤0.01% | 1058 |
|
|
2019
Q1 | $30K | Buy |
634
+4
| +0.6% | +$189 | ﹤0.01% | 1027 |
|
|
2018
Q4 | $27K | Sell |
630
-2,176
| -78% | -$93.3K | ﹤0.01% | 1037 |
|
|
2018
Q3 | $135K | Buy |
2,806
+2,186
| +353% | +$105K | 0.01% | 533 |
|
|
2018
Q2 | $28K | Buy |
+620
| New | +$28K | ﹤0.01% | 1053 |
|