V Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $330K | Sell |
|
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|
2022
Q3 | $406K | Buy |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $479K | Buy |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $432K | Buy |
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|
2021
Q2 | $429K | Buy |
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|
2021
Q1 | $407K | Buy |
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|
2020
Q4 | $373K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $443K | Buy |
|