IAG Wealth Partners’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 Q1	$30.2K	Hold	350	–	–	﹤0.01%	256
2025 Q4	$29.7K	Hold	350	–	–	﹤0.01%	255
2025 Q3	$29.4K	Hold	350	–	–	﹤0.01%	267
2025 Q2	$27.8K	Hold	350	–	–	﹤0.01%	252
2025 Q1	$26.9K	Hold	350	–	–	﹤0.01%	251
2024 Q4	$26.6K	Hold	350	–	–	﹤0.01%	255
2024 Q3	$26.8K	Hold	350	–	–	0.01%	246
2024 Q2	$24.8K	Hold	350	–	–	0.01%	251
2024 Q1	$24.8K	Hold	350	–	–	0.01%	222
2023 Q4	$22.9K	Hold	350	–	–	0.01%	225
2023 Q3	$21.1K	Sell	350 -26	-7%	-$1.62K	0.01%	222
2023 Q2	$23.3K	Hold	376	–	–	0.01%	221
2023 Q1	$22.8K	Sell	376 -220	-37%	-$13.4K	0.01%	213
2022 Q4	$36.1K	Hold	596	–	–	0.01%	165
2022 Q3	$32K	Hold	596	–	–	0.01%	162
2022 Q2	$35K	Hold	596	–	–	0.01%	157
2022 Q1	$38K	Hold	596	–	–	0.01%	163
2021 Q4	$39K	Hold	596	–	–	0.01%	158
2021 Q3	$35K	Hold	596	–	–	0.01%	152
2021 Q2	$36K	Sell	596 -304	-34%	-$17.9K	0.01%	149
2021 Q1	$51K	Hold	900	–	–	0.02%	109
2020 Q4	$48K	Buy	900 +156	+21%	+$7.78K	0.02%	110
2020 Q3	$35K	Hold	744	–	–	0.02%	123
2020 Q2	$34K	Hold	744	–	–	0.02%	123
2020 Q1	$30K	Buy	+744	New	+$36.1K	0.02%	122