Greatmark Investment Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Greatmark Investment Partners’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 Q3	$252K	Hold
2025 Q2	$239K	Hold
2025 Q1	$231K	Hold
2024 Q4	$228K	Hold
2024 Q3	$230K	Hold
2024 Q2	$212K	Hold
2024 Q1	$212K	Buy