Alta Wealth Advisors’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
2026 Q1	$585K	Sell	6,778 -57	-0.8%	-$5.01K	0.19%	99
2025 Q4	$580K	Buy	6,835 +13	+0.2%	+$1.09K	0.19%	95
2025 Q3	$573K	Sell	6,822 -105	-2%	-$8.6K	0.21%	81
2025 Q2	$551K	Sell	6,927 -104	-1%	-$7.87K	0.26%	62
2025 Q1	$541K	Sell	7,031 -227	-3%	-$17.6K	0.25%	72
2024 Q4	$551K	Sell	7,258 -40	-0.5%	-$3.12K	0.24%	80
2024 Q3	$560K	Buy	7,298 +13	+0.2%	+$957	0.26%	77
2024 Q2	$516K	Sell	7,285 -662	-8%	-$46.1K	0.26%	76
2024 Q1	$562K	Sell	7,947 -62	-0.8%	-$4.17K	0.29%	75
2023 Q4	$524K	Sell	8,009 -2,402	-23%	-$148K	0.29%	78
2023 Q3	$626K	Sell	10,411 -14	-0.1%	-$875	0.38%	74
2023 Q2	$647K	Buy	10,425 +1,067	+11%	+$64.6K	0.38%	75
2023 Q1	$567K	Buy	9,358 +1,907	+26%	+$116K	0.36%	81
2022 Q4	$452K	Buy	+7,451	New	+$447K	0.31%	99