Golden State Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-263	Closed	-$20.2K	–	1589
2025 Q1	$20.2K	Buy	263 +50	+23%	+$3.85K	﹤0.01%	796
2024 Q4	$16.2K	Buy	+213	New	+$16.2K	﹤0.01%	820
2019 Q2	–	Sell	-978	Closed	-$46K	–	1068
2019 Q1	$46K	Buy	+978	New	+$46K	0.02%	463