United Capital Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $508K | Sell |
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|
2020
Q3 | $2.74M | Sell |
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|
2020
Q2 | $2.84M | Sell |
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|
2020
Q1 | $2.53M | Buy |
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|
2019
Q4 | $3.28M | Buy |
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|
2019
Q3 | $3.06M | Buy |
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|
2019
Q2 | $2.58M | Buy |
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|
2019
Q1 | $2.03M | Buy |
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|
2018
Q4 | $1.81M | Sell |
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|
2018
Q3 | $2.07M | Buy |
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|
2018
Q2 | $1.96M | Sell |
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|
2018
Q1 | $1.94M | Sell |
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|
2017
Q4 | $2.05M | Sell |
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|
2017
Q3 | $1.98M | Sell |
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|
2017
Q2 | $1.96M | Sell |
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|
2017
Q1 | $1.96M | Sell |
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|
2016
Q4 | $1.94M | Sell |
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|
2016
Q3 | $1.97M | Sell |
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|
2016
Q2 | $2.09M | Sell |
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|
2016
Q1 | $2.1M | Sell |
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|
2015
Q4 | $2.06M | Sell |
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|
2015
Q3 | $2.02M | Sell |
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|
2015
Q2 | $2.9M | Sell |
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|
2015
Q1 | $5.3M | Sell |
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|
2014
Q4 | $5.49M | Buy |
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|
2014
Q3 | $5.16M | Buy |
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|
2014
Q2 | $4.87M | Buy |
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|
2014
Q1 | $4M | Buy |
|