Bridgewealth Advisory Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$248K Sell
2023
Q4
$402K Sell
2023
Q3
$577K Sell
2023
Q2
$641K Buy
2023
Q1
$346K Buy
2022
Q4
$273K Buy