Sowell Financial Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $92K | Hold |
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|
2020
Q4 | $81K | Buy |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $39K | Hold |
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|
2020
Q1 | $34K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.7M | Buy |
|