Optima Capital’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
Q1
Sell
-5,408
Closed -$410K 146
2024
Q4
$410K Buy
+5,408
New +$410K 0.28% 95