Windsor Financial Group’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 | $441K | Sell |
|
|||||
|
2017
Q1 | $454K | Buy |
|
|||||
|
2016
Q4 | $439K | Sell |
|
|||||
|
2016
Q3 | $430K | Sell |
|
|||||
|
2016
Q2 | $445K | Buy |
|
|||||
|
2016
Q1 | $430K | Buy |
|
|||||
|
2015
Q4 | $386K | Buy |
|
|||||
|
2015
Q3 | $365K | Buy |
|
|||||
|
2015
Q2 | $393K | Buy |
|
|||||
|
2015
Q1 | $350K | Hold |
|
|||||
|
2014
Q4 | $352K | Hold |
|
|||||
|
2014
Q3 | $336K | Buy |
|
|||||
|
2014
Q2 | $323K | Buy |
|
|||||
|
2014
Q1 | $287K | Buy |
|
|||||
|
2013
Q4 | $258K | Hold |
|
|||||
|
2013
Q3 | $238K | Hold |
|
|||||
|
2013
Q2 | $232K | Buy |
|