Magnolia Private Wealth’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	$262K	Sell	3,296 -327	-9%	-$26K	0.2%	86
2025 Q1	$279K	Sell	3,623 -425	-10%	-$32.7K	0.23%	88
2024 Q4	$307K	Buy	+4,048	New	+$307K	0.26%	81