Foundations Investment Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Foundations Investment Advisors’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.57M	Buy
2025 Q1	$5.79M	Buy
2024 Q4	$5.47M	Buy
2024 Q3	$4.8M	Buy
2024 Q2	$2.4M	Buy
2024 Q1	$1.58M	Buy