Vantage Point Financial’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	$347K	Sell	4,367 -445	-9%	-$35.4K	0.15%	100
2025 Q1	$370K	Sell	4,812 -2	-0%	-$154	0.19%	83
2024 Q4	$365K	Buy	+4,814	New	+$365K	0.2%	76