Creative Financial Designs’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
2026 Q1	$311K	Buy	3,603 +85	+2%	+$7.47K	0.02%	425
2025 Q4	$299K	Sell	3,518 -52	-1%	-$4.38K	0.02%	399
2025 Q3	$300K	Sell	3,570 -1,218	-25%	-$99.8K	0.02%	401
2025 Q2	$381K	Sell	4,788 -412	-8%	-$31.2K	0.03%	352
2025 Q1	$400K	Sell	5,200 -1,348	-21%	-$105K	0.03%	318
2024 Q4	$497K	Buy	6,548 +148	+2%	+$11.5K	0.04%	286
2024 Q3	$491K	Buy	6,400 +83	+1%	+$6.11K	0.04%	292
2024 Q2	$447K	Sell	6,317 -51	-0.8%	-$3.55K	0.04%	292
2024 Q1	$450K	Buy	6,368 +993	+18%	+$66.8K	0.04%	278
2023 Q4	$351K	Buy	5,375 +38	+0.7%	+$2.34K	0.04%	287
2023 Q3	$321K	Buy	5,337 +899	+20%	+$56.2K	0.04%	272
2023 Q2	$276K	Buy	4,438 +2,177	+96%	+$132K	0.03%	290
2023 Q1	$137K	Sell	2,261 -89	-4%	-$5.44K	0.02%	406
2022 Q4	$143K	Sell	2,350 -218	-8%	-$13.1K	0.02%	380
2022 Q3	$139K	Sell	2,568 -112	-4%	-$6.67K	0.02%	361
2022 Q2	$155K	Sell	2,680 -14	-0.5%	-$864	0.03%	341
2022 Q1	$174K	Buy	2,694 +748	+38%	+$47.6K	0.03%	335
2021 Q4	$126K	Sell	1,946 -128	-6%	-$7.97K	0.02%	397
2021 Q3	$122K	Buy	2,074 +828	+66%	+$50.1K	0.02%	404
2021 Q2	$74K	Buy	+1,246	New	+$73.3K	0.01%	506