WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $56K | Buy |
1,324
+2
| +0.2% | +$85 | 0.01% | 674 |
|
|
2017
Q1 | $56K | Sell |
1,322
-2,226
| -63% | -$94.3K | 0.01% | 627 |
|
|
2016
Q4 | $144K | Sell |
3,548
-4,338
| -55% | -$176K | 0.04% | 449 |
|
|
2016
Q3 | $308K | Buy |
7,886
+34
| +0.4% | +$1.33K | 0.08% | 267 |
|
|
2016
Q2 | $301K | Buy |
7,852
+86
| +1% | +$3.3K | 0.08% | 242 |
|
|
2016
Q1 | $288K | Buy |
7,766
+24
| +0.3% | +$890 | 0.08% | 240 |
|
|
2015
Q4 | $277K | Buy |
7,742
+34
| +0.4% | +$1.22K | 0.08% | 233 |
|
|
2015
Q3 | $262K | Buy |
7,708
+824
| +12% | +$28K | 0.08% | 236 |
|
|
2015
Q2 | $252K | Buy |
6,884
+2,958
| +75% | +$108K | 0.07% | 280 |
|
|
2015
Q1 | $146K | Buy |
3,926
+1,790
| +84% | +$66.6K | 0.04% | 431 |
|
|
2014
Q4 | $80K | Buy |
2,136
+6
| +0.3% | +$225 | 0.02% | 712 |
|
|
2014
Q3 | $76K | Buy |
2,130
+6
| +0.3% | +$214 | 0.01% | 765 |
|
|
2014
Q2 | $76K | Buy |
2,124
+6
| +0.3% | +$215 | 0.01% | 755 |
|
|
2014
Q1 | $72K | Sell |
2,118
-1,514
| -42% | -$51.5K | 0.01% | 759 |
|
|
2013
Q4 | $122K | Sell |
3,632
-602
| -14% | -$20.2K | 0.02% | 668 |
|
|
2013
Q3 | $131K | Sell |
4,234
-594
| -12% | -$18.4K | 0.02% | 614 |
|
|
2013
Q2 | $146K | Buy |
+4,828
| New | +$146K | 0.02% | 546 |
|