TRUADVICE’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $546K | Buy |
+9,046
| New | +$546K | 0.21% | 120 |
|
|
2021
Q3 | – | Sell |
-4,764
| Closed | -$287K | – | 173 |
|
|
2021
Q2 | $287K | Buy |
4,764
+1,078
| +29% | +$64.9K | 0.06% | 248 |
|
|
2021
Q1 | $216K | Sell |
3,686
-66,912
| -95% | -$3.92M | 0.06% | 262 |
|
|
2020
Q4 | $3.71M | Sell |
70,598
-5,172
| -7% | -$272K | 1.13% | 20 |
|
|
2020
Q3 | $3.63M | Buy |
+75,770
| New | +$3.63M | 1.48% | 16 |
|