Summit Financial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $220K | Sell |
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|
2017
Q3 | $303K | Sell |
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|
2017
Q2 | $311K | Sell |
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|
2017
Q1 | $325K | Buy |
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|
2016
Q4 | $305K | Sell |
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|
2016
Q3 | $298K | Sell |
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|
2016
Q2 | $309K | Sell |
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|
2016
Q1 | $354K | Buy |
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|
2015
Q4 | $337K | Buy |
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