TWA
Tillar-Wenstrup Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-97,615
| Closed | -$7.14M | – | 41 |
|
|
2015
Q2 | $7.14M | Buy |
97,615
+3,945
| +4% | +$289K | 6.47% | 2 |
|
|
2015
Q1 | $6.96M | Buy |
93,670
+7,740
| +9% | +$575K | 6.8% | 2 |
|
|
2014
Q4 | $6.42M | Buy |
85,930
+7,860
| +10% | +$588K | 6.21% | 2 |
|
|
2014
Q3 | $5.57M | Buy |
78,070
+4,890
| +7% | +$349K | 5.15% | 2 |
|
|
2014
Q2 | $5.24M | Buy |
+73,180
| New | +$5.24M | 4.2% | 3 |
|