Weaver Consulting Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-440
| Closed | -$17K | – | 953 |
|
|
2020
Q1 | $17K | Hold |
440
| – | – | 0.01% | 351 |
|
|
2019
Q4 | $22K | Hold |
440
| – | – | 0.01% | 347 |
|
|
2019
Q3 | $22K | Hold |
440
| – | – | 0.01% | 333 |
|
|
2019
Q2 | $21K | Hold |
440
| – | – | 0.01% | 334 |
|
|
2019
Q1 | $21K | Buy |
+440
| New | +$21K | 0.01% | 717 |
|