Essential Planning’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	$324K	Buy	3,750 +1	+0%	+$88	0.1%	71
2025 Q4	$318K	Sell	3,749 -510	-12%	-$43K	0.1%	75
2025 Q3	$358K	Buy	4,259 +1	+0%	+$82	0.12%	64
2025 Q2	$339K	Sell	4,258 -63	-1%	-$4.77K	0.13%	66
2025 Q1	$333K	Sell	4,321 -287,184	-99%	-$22.3M	0.13%	64
2024 Q4	$22.7M	Buy	291,505 +287,021	+6,401%	+$22.4M	0.15%	55
2024 Q3	$344K	Sell	4,484 -219	-5%	-$16.1K	0.14%	60
2024 Q2	$333K	Sell	4,703 -433	-8%	-$30.1K	0.15%	52
2024 Q1	$336K	Hold	5,136	–	–	0.17%	48
2023 Q4	$336K	Sell	5,136 -263	-5%	-$16.2K	0.17%	48
2023 Q3	$325K	Sell	5,399 -338	-6%	-$21.1K	0.18%	42
2023 Q2	$356K	Sell	5,737 -677	-11%	-$41K	0.2%	39
2023 Q1	$389K	Sell	6,414 -4,180	-39%	-$255K	0.24%	33
2022 Q4	$580K	Buy	+10,594	New	+$636K	0.44%	27