Cooper Financial Group’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
2025
Q2
$220K Hold
2,767
0.03% 348
2025
Q1
$213K Hold
2,767
0.03% 356
2024
Q4
$210K Hold
2,767
0.03% 368
2024
Q3
$212K Buy
+2,767
New +$212K 0.03% 361