KFP
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KMG Fiduciary Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

KMG Fiduciary Partners’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$857K Buy
10,783
+546
+5% +$43.4K 0.06% 194
2025
Q1 		$788K Buy
10,237
+62
+0.6% +$4.77K 0.07% 198
2024
Q4 		$772K Buy
10,175
+1,749
+21% +$133K 0.06% 196
2024
Q3 		$646K Buy
+8,426
New +$646K 0.06% 199