Waverton Investment Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Waverton Investment Management’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	$212K	Hold
2025 Q1	$206K	Hold
2024 Q4	$203K	Hold
2024 Q3	$205K	Buy
2016 Q4	–	Sell
2016 Q3	$9.13M	Buy
2016 Q2	–	Sell
2016 Q1	$4.88M	Buy
2015 Q4	$738K	Buy