AWM
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Accurate Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Accurate Wealth Management’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-639
Closed -$39.4K – 563
2022
Q4 		$39.4K Buy
+639
New +$39.4K 0.01% 513