Pathstone Holdings
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Pathstone Holdings’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Pathstone Holdings’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.23M Sell
2025
Q1 		$4.14M Sell
2024
Q4 		$4.43M Sell
2024
Q3 		$4.5M Sell
2024
Q2 		$4.17M Buy
2024
Q1 		$3.85M Hold
2023
Q4 		$3.56M Buy