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Wilkins Miller Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Wilkins Miller Wealth Management’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 		$248K Hold
3,124
– – 0.17% 80
2025
Q1 		$240K Hold
3,124
– – 0.18% 75
2024
Q4 		$237K Buy
+3,124
New +$237K 0.25% 65