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Wood Tarver Financial Group’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Wood Tarver Financial Group’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 		$520K Sell
6,546
-625
-9% -$49.6K 0.16% 81
2025
Q1 		$552K Sell
7,171
-76
-1% -$5.85K 0.18% 72
2024
Q4 		$549K Buy
+7,247
New +$549K 0.18% 73