Sound Income Strategies’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	$4.77K	Hold	60	–	–	﹤0.01%	1098
2025 Q1	$4.62K	Hold	60	–	–	﹤0.01%	1075
2024 Q4	$4.55K	Hold	60	–	–	﹤0.01%	1010
2024 Q3	$4.6K	Hold	60	–	–	﹤0.01%	967
2024 Q2	$4.25K	Hold	60	–	–	﹤0.01%	974
2024 Q1	$4.24K	Hold	60	–	–	﹤0.01%	934
2023 Q4	$3.92K	Hold	60	–	–	﹤0.01%	933
2023 Q3	$3.61K	Hold	60	–	–	﹤0.01%	809
2023 Q2	$3.73K	Hold	60	–	–	﹤0.01%	794
2023 Q1	$3.64K	Hold	60	–	–	﹤0.01%	745
2022 Q4	$3.64K	Sell	60 -95	-61%	-$5.76K	﹤0.01%	684
2022 Q3	$8K	Buy	155 +1	+0.6%	+$52	﹤0.01%	501
2022 Q2	$9K	Buy	154 +94	+157%	+$5.49K	﹤0.01%	480
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	617
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	617
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	592
2021 Q2	$4K	Sell	60 -74	-55%	-$4.93K	﹤0.01%	622
2021 Q1	$7.57K	Hold	134	–	–	﹤0.01%	548
2020 Q4	$7K	Hold	134	–	–	﹤0.01%	520
2020 Q3	$6K	Hold	134	–	–	﹤0.01%	506
2020 Q2	$6K	Hold	134	–	–	﹤0.01%	474
2020 Q1	$5K	Hold	134	–	–	﹤0.01%	449
2019 Q4	$7K	Hold	134	–	–	﹤0.01%	392
2019 Q3	$7K	Sell	134 -100	-43%	-$5.22K	﹤0.01%	367
2019 Q2	$11K	Hold	234	–	–	﹤0.01%	314
2019 Q1	$11K	Hold	234	–	–	0.01%	315
2018 Q4	$10K	Hold	234	–	–	0.01%	321
2018 Q3	$11K	Hold	234	–	–	0.01%	332
2018 Q2	$11K	Hold	234	–	–	0.01%	290
2018 Q1	$10K	Hold	234	–	–	0.01%	285
2017 Q4	$11K	Buy	+234	New	+$11K	0.01%	200