AssuredPartners Investment Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$342K	Sell	4,305 -20,769	-83%	-$1.65M	0.08%	171
2025 Q1	$1.93M	Buy	25,074 +5,081	+25%	+$391K	0.37%	74
2024 Q4	$1.52M	Buy	+19,993	New	+$1.52M	0.3%	90