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Bartlett & Co Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bartlett & Co Wealth Management’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$37.9K Hold
477
– – ﹤0.01% 704
2025
Q1 		$36.7K Hold
477
– – ﹤0.01% 716
2024
Q4 		$36.2K Hold
477
– – ﹤0.01% 709
2024
Q3 		$36.6K Hold
477
– – ﹤0.01% 714
2024
Q2 		$33.8K Hold
477
– – ﹤0.01% 735
2024
Q1 		$33.7K Buy
+477
New +$33.7K ﹤0.01% 728