Larson Financial Group’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	$39.6K	Hold	459	–	–	﹤0.01%	1473
2025 Q4	$38.9K	Hold	459	–	–	﹤0.01%	1368
2025 Q3	$38.5K	Hold	459	–	–	﹤0.01%	1276
2025 Q2	$36.5K	Hold	459	–	–	﹤0.01%	1199
2025 Q1	$35.3K	Hold	459	–	–	﹤0.01%	1153
2024 Q4	$34.8K	Hold	459	–	–	﹤0.01%	1017
2024 Q3	$35.2K	Hold	459	–	–	﹤0.01%	1015
2024 Q2	$32.5K	Buy	459 +150	+49%	+$10.4K	﹤0.01%	917
2024 Q1	$21.8K	Hold	309	–	–	﹤0.01%	869
2023 Q4	$20.2K	Hold	309	–	–	﹤0.01%	853
2023 Q3	$18.6K	Hold	309	–	–	﹤0.01%	832
2023 Q2	$19.2K	Hold	309	–	–	﹤0.01%	745
2023 Q1	$18.7K	Hold	309	–	–	﹤0.01%	754
2022 Q4	$18.7K	Hold	309	–	–	﹤0.01%	705
2022 Q3	$17K	Hold	309	–	–	﹤0.01%	661
2022 Q2	$18K	Hold	309	–	–	﹤0.01%	561
2022 Q1	$20K	Hold	309	–	–	﹤0.01%	523
2021 Q4	$20K	Buy	309 +1	+0.3%	+$62	﹤0.01%	537
2021 Q3	$18K	Hold	308	–	–	﹤0.01%	484
2021 Q2	$18K	Hold	308	–	–	﹤0.01%	452
2021 Q1	$17K	Hold	308	–	–	0.01%	439
2020 Q4	$16K	Hold	308	–	–	0.01%	412
2020 Q3	$15K	Hold	308	–	–	0.01%	371
2020 Q2	$14K	Hold	308	–	–	0.01%	330
2020 Q1	$12K	Hold	308	–	–	0.01%	263
2019 Q4	$16K	Buy	+308	New	+$15.7K	0.01%	243