Smart Money 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
2020
Q4
Sell
-249,392
Closed -$11.7M 62
2020
Q3
$11.7M Buy
249,392
+122,728
+97% +$5.77M 5.05% 3
2020
Q2
$5.71M Buy
126,664
+20,908
+20% +$942K 3.38% 7
2020
Q1
$4.14M Buy
+105,756
New +$4.14M 2.91% 8