Baldwin Wealth Partners’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 Q1	–	Sell	-3,300	Closed	-$250K	–	234
2024 Q4	$250K	Sell	3,300 -15,553	-82%	-$1.18M	0.02%	206
2024 Q3	$1.45M	Buy	+18,853	New	+$1.45M	0.1%	106