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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Hold
2025 Q1	$223K	Hold
2024 Q4	$220K	Sell
2024 Q3	$268K	Hold
2024 Q2	$248K	Buy