Transamerica Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-506
| Closed | -$19K | – | 472 |
|
|
2016
Q1 | $19K | Buy |
506
+4
| +0.8% | +$150 | ﹤0.01% | 485 |
|
|
2015
Q4 | $18K | Sell |
502
-116
| -19% | -$4.16K | ﹤0.01% | 537 |
|
|
2015
Q3 | $21K | Buy |
618
+4
| +0.7% | +$136 | ﹤0.01% | 499 |
|
|
2015
Q2 | $23K | Sell |
614
-116
| -16% | -$4.35K | ﹤0.01% | 543 |
|
|
2015
Q1 | $28K | Buy |
+730
| New | +$28K | ﹤0.01% | 499 |
|