Envestnet Portfolio Solutions’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	–	Sell	-2,783	Closed	-$214K	–	1552
2025 Q1	$214K	Buy	+2,783	New	+$214K	﹤0.01%	1471
2024 Q1	–	Sell	-5,943	Closed	-$389K	–	1617
2023 Q4	$389K	Sell	5,943 -511	-8%	-$33.4K	﹤0.01%	1160
2023 Q3	$388K	Buy	+6,454	New	+$388K	﹤0.01%	1097