Tradition Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $490K | Hold |
10,358
| – | – | 0.13% | 128 |
|
|
2018
Q4 | $438K | Hold |
10,358
| – | – | 0.14% | 131 |
|
|
2018
Q3 | $497K | Hold |
10,358
| – | – | 0.13% | 138 |
|
|
2018
Q2 | $472K | Hold |
10,358
| – | – | 0.13% | 133 |
|
|
2018
Q1 | $461K | Sell |
10,358
-1,230
| -11% | -$54.7K | 0.13% | 129 |
|
|
2017
Q4 | $538K | Buy |
11,588
+290
| +3% | +$13.5K | 0.15% | 121 |
|
|
2017
Q3 | $496K | Sell |
11,298
-1,466
| -11% | -$64.4K | 0.16% | 115 |
|
|
2017
Q2 | $543K | Sell |
12,764
-212
| -2% | -$9.02K | 0.18% | 116 |
|
|
2017
Q1 | $544K | Sell |
12,976
-1,716
| -12% | -$71.9K | 0.18% | 108 |
|
|
2016
Q4 | $596K | Sell |
14,692
-550
| -4% | -$22.3K | 0.2% | 99 |
|
|
2016
Q3 | $595K | Buy |
15,242
+550
| +4% | +$21.5K | 0.21% | 102 |
|
|
2016
Q2 | $563K | Sell |
14,692
-746
| -5% | -$28.6K | 0.19% | 116 |
|
|
2016
Q1 | $572K | Buy |
+15,438
| New | +$572K | 0.19% | 111 |
|