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Schrum Private Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Schrum Private Wealth Management’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,000
Closed -$307K – 137
2024
Q3 		$307K Buy
+4,000
New +$307K 0.16% 129