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&Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

&Partners’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$222K Sell
2,789
-334
-11% -$26.6K ﹤0.01% 1779
2025
Q1 		$238K Buy
+3,123
New +$238K ﹤0.01% 1538