Sowell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,659
| Closed | -$1.12M | – | 527 |
|
|
2024
Q3 | $1.12M | Buy |
14,659
+78
| +0.5% | +$5.98K | 0.05% | 324 |
|
|
2024
Q2 | $1.03M | Sell |
14,581
-782
| -5% | -$55.4K | 0.05% | 325 |
|
|
2024
Q1 | $1.09M | Buy |
+15,363
| New | +$1.09M | 0.05% | 331 |
|
|
2022
Q1 | – | Sell |
-18,733
| Closed | -$1.21M | – | 236 |
|
|
2021
Q4 | $1.21M | Buy |
+18,733
| New | +$1.21M | 0.07% | 296 |
|
|
2021
Q2 | – | Sell |
-1,544
| Closed | -$92K | – | 1098 |
|
|
2021
Q1 | $92K | Hold |
1,544
| – | – | ﹤0.01% | 1402 |
|
|
2020
Q4 | $81K | Buy |
1,544
+676
| +78% | +$35.5K | ﹤0.01% | 1228 |
|
|
2020
Q3 | $41K | Hold |
868
| – | – | ﹤0.01% | 1284 |
|
|
2020
Q2 | $39K | Hold |
868
| – | – | ﹤0.01% | 1243 |
|
|
2020
Q1 | $34K | Buy |
+868
| New | +$34K | ﹤0.01% | 1181 |
|
|
2018
Q4 | – | Sell |
-98,528
| Closed | -$1.7M | – | 475 |
|
|
2018
Q3 | $1.7M | Buy |
+98,528
| New | +$1.7M | 0.25% | 79 |
|