Sullivan, Bruyette, Speros & Blaney’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
2021
Q1
$113K Hold
2020
Q4
$105K Buy
2020
Q1
Sell
2019
Q4
$106K Buy