CAC
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Certified Advisory Corp’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Certified Advisory Corp’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
2026
Q2 		$2.98M Sell
31,918
-163
-0.5% -$14.9K 0.24% 97
2026
Q1 		$2.77M Sell
32,081
-1,947
-6% -$171K 0.25% 99
2025
Q4 		$2.89M Buy
34,028
+737
+2% +$62.1K 0.26% 93
2025
Q3 		$2.8M Buy
33,291
+2,077
+7% +$170K 0.27% 91
2025
Q2 		$2.48M Sell
31,214
-407
-1% -$30.8K 0.26% 97
2025
Q1 		$2.43M Sell
31,621
-2,535
-7% -$197K 0.28% 96
2024
Q4 		$2.59M Buy
34,156
+126
+0.4% +$9.82K 0.28% 95
2024
Q3 		$2.61M Buy
34,030
+108
+0.3% +$7.95K 0.29% 92
2024
Q2 		$2.4M Buy
33,922
+157
+0.5% +$10.9K 0.3% 90
2024
Q1 		$2.39M Sell
33,765
-1,288
-4% -$86.6K 0.33% 85
2023
Q4 		$2.29M Sell
35,053
-372
-1% -$22.9K 0.35% 84
2023
Q3 		$2.13M Sell
35,425
-4,673
-12% -$292K 0.39% 78
2023
Q2 		$2.49M Sell
40,098
-552
-1% -$33.4K 0.46% 66
2023
Q1 		$2.46M Buy
40,650
+1,487
+4% +$90.8K 0.44% 72
2022
Q4 		$2.38M Buy
39,163
+1,305
+3% +$78.3K 0.47% 61
2022
Q3 		$2.05M Buy
37,858
+135
+0.4% +$8.04K 0.47% 60
2022
Q2 		$2.19M Buy
37,723
+1,025
+3% +$63.2K 0.49% 59
2022
Q1 		$2.37M Sell
36,698
-491
-1% -$31.2K 0.5% 56
2021
Q4 		$2.41M Sell
37,189
-1,837
-5% -$114K 0.53% 52
2021
Q3 		$2.29M Sell
39,026
-10,806
-22% -$654K 0.56% 50
2021
Q2 		$2.95M Sell
49,832
-632
-1% -$37.2K 0.74% 37
2021
Q1 		$2.85M Buy
+50,464
New +$2.73M 0.74% 33
2020
Q2 		$1.62M Buy
36,040
+27,212
+308% +$1.18M 0.54% 51
2020
Q1 		$346K Buy
8,828
+2,096
+31% +$102K 0.14% 130
2019
Q4 		$355K Buy
6,732
+16
+0.2% +$814 0.11% 147
2019
Q3 		$333K Sell
6,716
-598
-8% -$29.1K 0.12% 148
2019
Q2 		$355K Buy
7,314
+680
+10% +$32.6K 0.13% 130
2019
Q1 		$314K Buy
6,634
+490
+8% +$22.4K 0.13% 127
2018
Q4 		$260K Buy
6,144
+4,324
+238% +$196K 0.13% 122
2018
Q3 		$87K Buy
1,820
+8
+0.4% +$379 0.04% 221
2018
Q2 		$83K Buy
1,812
+4
+0.2% +$181 0.05% 214
2018
Q1 		$80K Buy
1,808
+920
+104% +$42.6K 0.05% 217
2017
Q4 		$41K Buy
+888
New +$40.2K 0.03% 262

Other funds holding DTD

MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return