VA
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VestGen Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

VestGen Advisors’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$811K Sell
10,052
-181
-2% -$14.6K 0.03% 364
2025
Q1 		$787K Buy
+10,233
New +$787K 0.04% 332