Greatmark Investment Partners’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	$239K	Hold	3,000	–	–	0.03%	133
2025 Q1	$231K	Hold	3,000	–	–	0.03%	126
2024 Q4	$228K	Hold	3,000	–	–	0.03%	133
2024 Q3	$230K	Hold	3,000	–	–	0.03%	125
2024 Q2	$212K	Hold	3,000	–	–	0.03%	123
2024 Q1	$212K	Buy	+3,000	New	+$212K	0.03%	124