Blue Barn Wealth’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Blue Barn Wealth’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Sell
2025 Q1	$248K	Buy
2024 Q4	$244K	Buy
2024 Q3	$245K	Buy
2024 Q2	$225K	Buy
2024 Q1	$224K	Buy
2023 Q4	$206K	Buy
2022 Q1	–	Sell
2021 Q4	$261K	Buy
2021 Q3	$235K	Buy
2021 Q2	$236K	Buy