WFG 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
2017
Q2
$56K Buy
2017
Q1
$56K Sell
2016
Q4
$144K Sell
2016
Q3
$308K Buy
2016
Q2
$301K Buy
2016
Q1
$288K Buy
2015
Q4
$277K Buy
2015
Q3
$262K Buy
2015
Q2
$252K Buy
2015
Q1
$146K Buy
2014
Q4
$80K Buy
2014
Q3
$76K Buy
2014
Q2
$76K Buy
2014
Q1
$72K Sell
2013
Q4
$122K Sell
2013
Q3
$131K Sell
2013
Q2
$146K Buy