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

Activest Wealth Management’s Portfolio DTD Stock Details DTD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,917
Closed -$135K – 377
2023
Q2 		$135K Buy
+1,917
New +$135K 0.09% 35