Brown Miller Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,743	Closed	-$288K	–	121
2022 Q4	$288K	Sell	4,743 -1,178	-20%	-$71.4K	0.18%	99
2022 Q3	$321K	Buy	5,921 +70	+1%	+$3.8K	0.23%	83
2022 Q2	$338K	Hold	5,851	–	–	0.23%	85
2022 Q1	$378K	Buy	+5,851	New	+$378K	0.22%	79