V Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,495
| Closed | -$341K | – | 173 |
|
|
2023
Q2 | $341K | Buy |
5,495
+24
| +0.4% | +$1.49K | 0.06% | 266 |
|
|
2023
Q1 | $331K | Buy |
5,471
+23
| +0.4% | +$1.39K | 0.06% | 267 |
|
|
2022
Q4 | $330K | Sell |
5,448
-2,033
| -27% | -$123K | 0.07% | 261 |
|
|
2022
Q3 | $406K | Buy |
7,481
+10
| +0.1% | +$543 | 0.08% | 229 |
|
|
2022
Q2 | $433K | Buy |
7,471
+46
| +0.6% | +$2.67K | 0.08% | 240 |
|
|
2022
Q1 | $479K | Buy |
7,425
+22
| +0.3% | +$1.42K | 0.08% | 251 |
|
|
2021
Q4 | $479K | Buy |
7,403
+37
| +0.5% | +$2.39K | 0.07% | 266 |
|
|
2021
Q3 | $432K | Buy |
7,366
+124
| +2% | +$7.27K | 0.07% | 290 |
|
|
2021
Q2 | $429K | Buy |
7,242
+32
| +0.4% | +$1.9K | 0.07% | 305 |
|
|
2021
Q1 | $407K | Buy |
7,210
+100
| +1% | +$5.65K | 0.07% | 289 |
|
|
2020
Q4 | $373K | Buy |
+7,110
| New | +$373K | 0.08% | 264 |
|
|
2020
Q3 | – | Sell |
-9,826
| Closed | -$443K | – | 203 |
|
|
2020
Q2 | $443K | Buy |
+9,826
| New | +$443K | 0.12% | 200 |
|