Windsor Wealth Management’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 |
-3,400
| Closed | -$211K | – | 162 |
|
|
2023
Q2 | $211K | Hold |
3,400
| – | – | 0.04% | 162 |
|
|
2023
Q1 | $207K | Hold |
3,400
| – | – | 0.04% | 159 |
|
|
2022
Q4 | $210K | Buy |
+3,400
| New | +$210K | 0.04% | 155 |
|
|
2022
Q2 | – | Sell |
-6,800
| Closed | -$445K | – | 179 |
|
|
2022
Q1 | $445K | Buy |
6,800
+3,400
| +100% | +$223K | 0.08% | 161 |
|
|
2021
Q4 | $223K | Hold |
3,400
| – | – | 0.04% | 223 |
|
|
2021
Q3 | $202K | Hold |
3,400
| – | – | 0.04% | 221 |
|
|
2021
Q2 | $201K | Buy |
+3,400
| New | +$201K | 0.04% | 213 |
|