Squar Milner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $332K | Sell |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $559K | Buy |
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|
2019
Q3 | $342K | Sell |
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|
2019
Q2 | $531K | Hold |
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|
2019
Q1 | $516K | Hold |
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|
2018
Q4 | $462K | Sell |
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|
2018
Q3 | $528K | Sell |
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|
2018
Q2 | $581K | Hold |
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|
2018
Q1 | $568K | Sell |
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|
2017
Q4 | $640K | Buy |
|