Gateway Wealth Partners’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
2025
Q2
$741K Sell
2025
Q1
$756K Buy
2024
Q4
$740K Buy
2024
Q3
$714K Buy
2024
Q2
$613K Buy
2024
Q1
$591K Buy
2023
Q4
$521K Buy
2023
Q3
$476K Buy
2023
Q2
$394K Buy