Townsend Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-158
| Closed | -$10K | – | 206 |
|
|
2021
Q4 | $10K | Hold |
158
| – | – | ﹤0.01% | 193 |
|
|
2021
Q3 | $9K | Hold |
158
| – | – | ﹤0.01% | 187 |
|
|
2021
Q2 | $9K | Hold |
158
| – | – | 0.01% | 182 |
|
|
2021
Q1 | $9K | Hold |
158
| – | – | 0.01% | 168 |
|
|
2020
Q4 | $8K | Hold |
158
| – | – | 0.01% | 166 |
|
|
2020
Q3 | $7K | Hold |
158
| – | – | 0.01% | 163 |
|
|
2020
Q2 | $7K | Hold |
158
| – | – | 0.01% | 169 |
|
|
2020
Q1 | $6K | Hold |
158
| – | – | 0.01% | 159 |
|
|
2019
Q4 | $8K | Buy |
+158
| New | +$8K | 0.01% | 181 |
|