Atria Wealth Solutions’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
2025 Q2	$830K	Sell	10,255 -3,174	-24%	-$240K	0.02%	719
2025 Q1	$1.03M	Buy	13,429 +484	+4%	+$37.6K	0.01%	877
2024 Q4	$982K	Sell	12,945 -492	-4%	-$38.3K	0.01%	928
2024 Q3	$1.03M	Buy	13,437 +61	+0.5%	+$4.49K	0.01%	905
2024 Q2	$947K	Buy	13,376 +2,881	+27%	+$200K	0.01%	917
2024 Q1	$742K	Sell	10,495 -6,015	-36%	-$404K	0.01%	1050
2023 Q4	$1.08M	Buy	16,510 +1,236	+8%	+$76.1K	0.01%	828
2023 Q3	$919K	Buy	15,274 +1,280	+9%	+$80K	0.01%	856
2023 Q2	$869K	Buy	13,994 +6,580	+89%	+$398K	0.01%	902
2023 Q1	$449K	Buy	7,414 +2,693	+57%	+$165K	0.01%	1193
2022 Q4	$286K	Buy	4,721 +450	+11%	+$27K	﹤0.01%	1389
2022 Q3	$232K	Buy	4,271 +325	+8%	+$19.4K	﹤0.01%	1472
2022 Q2	$229K	Sell	3,946 -4,036	-51%	-$249K	﹤0.01%	1366
2022 Q1	$515K	Buy	+7,982	New	+$508K	0.01%	1054