Sullivan, Bruyette, Speros & Blaney’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
2021
Q1
$113K Hold
2,000
0.01% 396
2020
Q4
$105K Buy
+2,000
New +$105K ﹤0.01% 385
2020
Q1
Sell
-2,000
Closed -$106K 308
2019
Q4
$106K Buy
+2,000
New +$106K 0.01% 335