Arvest Investments’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Arvest Investments’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$398K	Sell
2025 Q2	$399K	Sell
2025 Q1	$1.42M	Sell
2024 Q4	$1.46M	Sell
2024 Q3	$2.1M	Sell
2024 Q2	$2.16M	Sell
2024 Q1	$2.23M	Sell
2023 Q4	$2.39M	Buy