Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
31,214
-407
| -1% | -$32.4K | 0.26% | 97 |
|
|
2025
Q1 | $2.43M | Sell |
31,621
-2,535
| -7% | -$195K | 0.28% | 96 |
|
|
2024
Q4 | $2.59M | Buy |
34,156
+126
| +0.4% | +$9.56K | 0.28% | 95 |
|
|
2024
Q3 | $2.61M | Buy |
34,030
+108
| +0.3% | +$8.28K | 0.29% | 92 |
|
|
2024
Q2 | $2.4M | Buy |
33,922
+157
| +0.5% | +$11.1K | 0.3% | 90 |
|
|
2024
Q1 | $2.39M | Sell |
33,765
-1,288
| -4% | -$91.1K | 0.33% | 85 |
|
|
2023
Q4 | $2.29M | Sell |
35,053
-372
| -1% | -$24.3K | 0.35% | 84 |
|
|
2023
Q3 | $2.13M | Sell |
35,425
-4,673
| -12% | -$281K | 0.39% | 78 |
|
|
2023
Q2 | $2.49M | Sell |
40,098
-552
| -1% | -$34.3K | 0.46% | 66 |
|
|
2023
Q1 | $2.46M | Buy |
40,650
+1,487
| +4% | +$90.1K | 0.44% | 72 |
|
|
2022
Q4 | $2.38M | Buy |
39,163
+1,305
| +3% | +$79.1K | 0.47% | 61 |
|
|
2022
Q3 | $2.05M | Buy |
37,858
+135
| +0.4% | +$7.32K | 0.47% | 60 |
|
|
2022
Q2 | $2.19M | Buy |
37,723
+1,025
| +3% | +$59.4K | 0.49% | 59 |
|
|
2022
Q1 | $2.37M | Sell |
36,698
-491
| -1% | -$31.7K | 0.5% | 56 |
|
|
2021
Q4 | $2.41M | Sell |
37,189
-1,837
| -5% | -$119K | 0.53% | 52 |
|
|
2021
Q3 | $2.29M | Sell |
39,026
-10,806
| -22% | -$634K | 0.56% | 50 |
|
|
2021
Q2 | $2.95M | Sell |
49,832
-632
| -1% | -$37.4K | 0.74% | 37 |
|
|
2021
Q1 | $2.85M | Buy |
+50,464
| New | +$2.85M | 0.74% | 33 |
|
|
2020
Q2 | $1.62M | Buy |
36,040
+27,212
| +308% | +$1.23M | 0.54% | 51 |
|
|
2020
Q1 | $346K | Buy |
8,828
+2,096
| +31% | +$82.2K | 0.14% | 130 |
|
|
2019
Q4 | $355K | Buy |
6,732
+16
| +0.2% | +$844 | 0.11% | 147 |
|
|
2019
Q3 | $333K | Sell |
6,716
-598
| -8% | -$29.7K | 0.12% | 148 |
|
|
2019
Q2 | $355K | Buy |
7,314
+680
| +10% | +$33K | 0.13% | 130 |
|
|
2019
Q1 | $314K | Buy |
6,634
+490
| +8% | +$23.2K | 0.13% | 127 |
|
|
2018
Q4 | $260K | Buy |
6,144
+4,324
| +238% | +$183K | 0.13% | 122 |
|
|
2018
Q3 | $87K | Buy |
1,820
+8
| +0.4% | +$382 | 0.04% | 221 |
|
|
2018
Q2 | $83K | Buy |
1,812
+4
| +0.2% | +$183 | 0.05% | 214 |
|
|
2018
Q1 | $80K | Buy |
1,808
+920
| +104% | +$40.7K | 0.05% | 217 |
|
|
2017
Q4 | $41K | Buy |
+888
| New | +$41K | 0.03% | 262 |
|