TWD
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True Wealth Design’s WisdomTree WT Stock Holding History

True Wealth Design’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$622 Buy
54
+17
+46% +$196 ﹤0.01% 1649
2025
Q1 		$331 Buy
37
+32
+640% +$286 ﹤0.01% 1734
2024
Q4 		$53 Buy
+5
New +$53 ﹤0.01% 1312