Sequoia Financial Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$411K	Buy	4,758 +10	+0.2%	+$879	﹤0.01%	1388
2025 Q4	$403K	Buy	4,748 +13	+0.3%	+$1.09K	﹤0.01%	1395
2025 Q3	$398K	Buy	4,735 +11	+0.2%	+$901	﹤0.01%	1244
2025 Q2	$376K	Buy	4,724 +13	+0.3%	+$984	﹤0.01%	1146
2025 Q1	$362K	Sell	4,711 -260	-5%	-$20.2K	﹤0.01%	988
2024 Q4	$377K	Buy	4,971 +12	+0.2%	+$935	﹤0.01%	921
2024 Q3	$380K	Buy	4,959 +282	+6%	+$20.8K	﹤0.01%	861
2024 Q2	$331K	Buy	4,677 +13	+0.3%	+$905	﹤0.01%	845
2024 Q1	$330K	Buy	4,664 +10	+0.2%	+$672	﹤0.01%	824
2023 Q4	$304K	Buy	+4,654	New	+$286K	﹤0.01%	928
2023 Q3	–	Sell	-3,726	Closed	-$231K	–	978
2023 Q2	$231K	Buy	3,726 +13	+0.4%	+$787	﹤0.01%	802
2023 Q1	$225K	Buy	3,713 +13	+0.4%	+$794	0.01%	725
2022 Q4	$224K	Buy	+3,700	New	+$222K	0.01%	696