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Financial Planners of Cleveland’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Financial Planners of Cleveland’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,822
Closed -$1.03M – 67
2021
Q4 		$1.03M Buy
+15,822
New +$1.03M 0.42% 22