Avior Wealth Management’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
2023 Q4	–	Sell	-13,399	Closed	-$806K	–	1564
2023 Q3	$806K	Buy	13,399 +687	+5%	+$41.3K	0.05%	228
2023 Q2	$789K	Buy	12,712 +1,324	+12%	+$82.2K	0.05%	233
2023 Q1	$690K	Buy	+11,388	New	+$690K	0.05%	261