Retirement Planning Group (Kansas)’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
$205K Buy
+2,579
New +$205K 0.01% 299
2024
Q4
Sell
-2,897
Closed -$222K 281
2024
Q3
$222K Buy
+2,897
New +$222K 0.01% 254