YorkBridge Wealth Partners’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-600	Closed	-$26K	–	887
2017 Q2	$26K	Hold	600	–	–	0.01%	452
2017 Q1	$25K	Sell	600 -86	-13%	-$3.58K	0.01%	452
2016 Q4	$27K	Buy	+686	New	+$27K	0.02%	430