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Arkadios Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Arkadios Wealth Advisors’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$494K Buy
6,213
+692
+13% +$55K 0.01% 833
2025
Q1 		$425K Buy
+5,521
New +$425K 0.02% 762