55I LLC’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
2022
Q3
$2.51M Buy
2022
Q2
$1.85M Buy
2022
Q1
$909K Buy
2021
Q4
$363K Buy
2021
Q3
$324K Buy
2021
Q2
$242K Buy