SMFS
Squar Milner Financial Services’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,681
| Closed | -$332K | – | 51 |
|
|
2020
Q2 | $332K | Sell |
3,681
-1,565
| -30% | -$141K | 0.19% | 136 |
|
|
2020
Q1 | $410K | Sell |
5,246
-50
| -0.9% | -$3.91K | 0.25% | 87 |
|
|
2019
Q4 | $559K | Buy |
5,296
+1,653
| +45% | +$174K | 0.28% | 77 |
|
|
2019
Q3 | $342K | Sell |
3,643
-1,818
| -33% | -$171K | 0.17% | 141 |
|
|
2019
Q2 | $531K | Hold |
5,461
| – | – | 0.36% | 58 |
|
|
2019
Q1 | $516K | Hold |
5,461
| – | – | 0.38% | 51 |
|
|
2018
Q4 | $462K | Sell |
5,461
-37
| -0.7% | -$3.13K | 0.44% | 50 |
|
|
2018
Q3 | $528K | Sell |
5,498
-875
| -14% | -$84K | 0.48% | 46 |
|
|
2018
Q2 | $581K | Hold |
6,373
| – | – | 0.51% | 39 |
|
|
2018
Q1 | $568K | Sell |
6,373
-235
| -4% | -$20.9K | 0.72% | 39 |
|
|
2017
Q4 | $640K | Buy |
+6,608
| New | +$640K | 0.78% | 34 |
|