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Ground Swell Capital’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Ground Swell Capital’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,898
Closed -$236K – 67
2022
Q4 		$236K Buy
+3,898
New +$236K 1.05% 29