Gradient Capital Advisors’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
2026 Q2	$445K	Sell	4,774 -41	-0.9%	-$3.74K	0.1%	118
2026 Q1	$416K	Hold	4,815	–	–	0.11%	115
2025 Q4	$409K	Sell	4,815 -119	-2%	-$10K	0.11%	117
2025 Q3	$414K	Hold	4,934	–	–	0.11%	112
2025 Q2	$392K	Hold	4,934	–	–	0.12%	113
2025 Q1	$380K	Hold	4,934	–	–	0.12%	109
2024 Q4	$374K	Hold	4,934	–	–	0.12%	109
2024 Q3	$378K	Hold	4,934	–	–	0.13%	107
2024 Q2	$349K	Sell	4,934 -1,402	-22%	-$97.6K	0.12%	110
2024 Q1	$448K	Hold	6,336	–	–	0.16%	97
2023 Q4	$414K	Sell	6,336 -1,350	-18%	-$83.1K	0.16%	98
2023 Q3	$462K	Hold	7,686	–	–	0.19%	87
2023 Q2	$477K	Hold	7,686	–	–	0.19%	85
2023 Q1	$466K	Hold	7,686	–	–	0.2%	81
2022 Q4	$466K	Hold	7,686	–	–	0.21%	82
2022 Q3	$417K	Hold	7,686	–	–	0.2%	84
2022 Q2	$445K	Hold	7,686	–	–	0.21%	84
2022 Q1	$496K	Hold	7,686	–	–	0.21%	82
2021 Q4	$498K	Hold	7,686	–	–	0.21%	81
2021 Q3	$451K	Hold	7,686	–	–	0.21%	79
2021 Q2	$455K	Sell	7,686 -104	-1%	-$6.12K	0.21%	79
2021 Q1	$440K	Hold	7,790	–	–	0.23%	78
2020 Q4	$408K	Sell	7,790 -186	-2%	-$9.27K	0.23%	75
2020 Q3	$375K	Hold	7,976	–	–	0.23%	76
2020 Q2	$359K	Hold	7,976	–	–	0.24%	75
2020 Q1	$312K	Sell	7,976 -1,200	-13%	-$58.2K	0.25%	75
2019 Q4	$484K	Hold	9,176	–	–	0.34%	62
2019 Q3	$455K	Sell	9,176 -678	-7%	-$33K	0.34%	61
2019 Q2	$479K	Hold	9,854	–	–	0.37%	56
2019 Q1	$466K	Hold	9,854	–	–	0.37%	56
2018 Q4	$417K	Hold	9,854	–	–	0.36%	54
2018 Q3	$473K	Sell	9,854 -1,180	-11%	-$55.9K	0.4%	54
2018 Q2	$503K	Sell	11,034 -690	-6%	-$31.3K	0.47%	46
2018 Q1	$522K	Hold	11,724	–	–	0.52%	41
2017 Q4	$545K	Buy	+11,724	New	+$530K	0.56%	38