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

Waverly Advisors’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$286K	Hold
2025 Q1	$276K	Buy
2024 Q4	$265K	Buy
2024 Q3	$267K	Buy
2024 Q2	$246K	Buy
2024 Q1	$244K	Buy