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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$889K	Sell
2025 Q2	$857K	Buy
2025 Q1	$788K	Buy
2024 Q4	$772K	Buy
2024 Q3	$646K	Buy