WhitTier Trust Company’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$909K	Hold	10,467	–	–	0.02%	309
2025 Q4	$905K	Hold	10,467	–	–	0.02%	296
2025 Q3	$882K	Sell	10,467 -240	-2%	-$19.7K	0.02%	297
2025 Q2	$851K	Hold	10,707	–	–	0.02%	327
2025 Q1	$824K	Hold	10,707	–	–	0.02%	323
2024 Q4	$812K	Hold	10,707	–	–	0.02%	307
2024 Q3	$821K	Hold	10,707	–	–	0.02%	303
2024 Q2	$758K	Buy	10,707 +240	+2%	+$16.7K	0.02%	306
2024 Q1	$740K	Hold	10,467	–	–	0.02%	308
2023 Q4	$684K	Hold	10,467	–	–	0.02%	305
2023 Q3	$630K	Hold	10,467	–	–	0.02%	314
2023 Q2	$650K	Hold	10,467	–	–	0.02%	311
2023 Q1	$634K	Hold	10,467	–	–	0.02%	311
2022 Q4	$635K	Hold	10,467	–	–	0.03%	316
2022 Q3	$568K	Hold	10,467	–	–	0.02%	323
2022 Q2	$606K	Hold	10,467	–	–	0.03%	322
2022 Q1	$676K	Buy	+10,467	New	+$666K	0.02%	321