SageView Advisory Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,405	Closed	-$227K	–	575
2023 Q4	$227K	Sell	3,405 -1,814	-35%	-$121K	0.01%	586
2023 Q3	$314K	Sell	5,219 -2,917	-36%	-$176K	0.02%	414
2023 Q2	$505K	Buy	+8,136	New	+$505K	0.03%	352