StrategIQ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,472
| Closed | -$233K | – | 153 |
|
|
2017
Q2 | $233K | Buy |
5,472
+6
| +0.1% | +$255 | 0.1% | 132 |
|
|
2017
Q1 | $230K | Buy |
5,466
+6
| +0.1% | +$252 | 0.1% | 123 |
|
|
2016
Q4 | $222K | Buy |
5,460
+8
| +0.1% | +$325 | 0.11% | 120 |
|
|
2016
Q3 | $213K | Buy |
5,452
+8
| +0.1% | +$313 | 0.12% | 105 |
|
|
2016
Q2 | $209K | Buy |
+5,444
| New | +$209K | 0.12% | 98 |
|