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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Certified Advisory Corp's DTD Position: Q2 2026 in Review

Certified Advisory Corp reduced its WisdomTree US Total Dividend Fund (DTD) stake by 0.51% in Q2 2026, selling an estimated $14.9K and leaving 31,918 shares worth $2.98M. The position accounts for 0.24% of the portfolio, ranked #97.

Certified Advisory Corp first reported a position in DTD in Q4 2017 and has held it in 33 quarters since. 211 funds tracked by Wall St. Rank hold DTD as of Q2 2026.

Certified Advisory Corp held 31,918 shares of WisdomTree US Total Dividend Fund worth $2.98M as of Q2 2026.
Certified Advisory Corp sold 163 WisdomTree US Total Dividend Fund shares in Q2 2026, an estimated $14.9K.
WisdomTree US Total Dividend Fund made up 0.24% of Certified Advisory Corp's portfolio in Q2 2026, its #97 holding.
Certified Advisory Corp first reported a position in WisdomTree US Total Dividend Fund in Q4 2017 and has held it in 33 quarters since.
211 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.