International Private Wealth Advisors’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	$410K	Buy	5,154 +15	+0.3%	+$1.19K	0.35%	79
2025 Q1	$395K	Buy	5,139 +2	+0%	+$154	0.38%	71
2024 Q4	$390K	Buy	+5,137	New	+$390K	0.39%	69
2024 Q1	–	Sell	-6,589	Closed	-$431K	–	114
2023 Q4	$431K	Buy	+6,589	New	+$431K	0.43%	41