Cornerstone Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Cornerstone Financial Group’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	$620K	Hold
2025 Q1	$599K	Hold
2024 Q4	$592K	Buy