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Brass Tax Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Brass Tax 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 		$230K Hold
2,898
– – 0.04% 204
2025
Q1 		$223K Hold
2,898
– – 0.05% 198
2024
Q4 		$220K Sell
2,898
-600
-17% -$45.5K 0.05% 189
2024
Q3 		$268K Hold
3,498
– – 0.06% 163
2024
Q2 		$248K Buy
+3,498
New +$248K 0.11% 113