Midland Wealth Advisors’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
2025
Q2
$233K Hold
2025
Q1
$226K Hold
2024
Q4
$223K Hold
2024
Q3
$225K Sell
2024
Q2
$230K Hold
2024
Q1
$230K Sell
2023
Q4
$258K Buy