EverSource Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-25
Closed -$1.9K 4066
2024
Q4
$1.9K Sell
25
-553
-96% -$42K ﹤0.01% 2730
2024
Q3
$44.3K Buy
+578
New +$44.3K ﹤0.01% 1121