Clearstead Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,369
| Closed | -$105K | – | 2773 |
|
|
2025
Q1 | $105K | Hold |
1,369
| – | – | ﹤0.01% | 986 |
|
|
2024
Q4 | $104K | Hold |
1,369
| – | – | ﹤0.01% | 1022 |
|
|
2024
Q3 | $105K | Sell |
1,369
-22
| -2% | -$1.62K | ﹤0.01% | 1019 |
|
|
2024
Q2 | $98.5K | Sell |
1,391
-1,128
| -45% | -$78.5K | ﹤0.01% | 1002 |
|
|
2024
Q1 | $176K | Hold |
2,519
| – | – | 0.01% | 490 |
|
|
2023
Q4 | $165K | Sell |
2,519
-25
| -1% | -$1.54K | 0.01% | 484 |
|
|
2023
Q3 | $153K | Hold |
2,544
| – | – | 0.01% | 466 |
|
|
2023
Q2 | $158K | Hold |
2,544
| – | – | 0.01% | 466 |
|
|
2023
Q1 | $154K | Hold |
2,544
| – | – | 0.01% | 433 |
|
|
2022
Q4 | $154K | Hold |
2,544
| – | – | 0.01% | 414 |
|
|
2022
Q3 | $138K | Hold |
2,544
| – | – | 0.01% | 417 |
|
|
2022
Q2 | $147K | Hold |
2,544
| – | – | 0.01% | 424 |
|
|
2022
Q1 | $164K | Hold |
2,544
| – | – | 0.01% | 445 |
|
|
2021
Q4 | $165K | Sell |
2,544
-20
| -0.8% | -$1.24K | 0.01% | 429 |
|
|
2021
Q3 | $151K | Hold |
2,564
| – | – | 0.01% | 412 |
|
|
2021
Q2 | $152K | Hold |
2,564
| – | – | 0.01% | 379 |
|
|
2021
Q1 | $145K | Hold |
2,564
| – | – | 0.01% | 375 |
|
|
2020
Q4 | $134K | Hold |
2,564
| – | – | 0.01% | 368 |
|
|
2020
Q3 | $120K | Sell |
2,564
-23,050
| -90% | -$1.08M | 0.01% | 347 |
|
|
2020
Q2 | $1.15M | Sell |
25,614
-4,916
| -16% | -$214K | 0.13% | 119 |
|
|
2020
Q1 | $1.2M | Buy |
30,530
+446
| +1% | +$21.6K | 0.17% | 101 |
|
|
2019
Q4 | $1.59M | Buy |
30,084
+6,230
| +26% | +$317K | 0.19% | 98 |
|
|
2019
Q3 | $1.18M | Buy |
23,854
+2,482
| +12% | +$121K | 0.16% | 106 |
|
|
2019
Q2 | $1.04M | Sell |
21,372
-430
| -2% | -$20.6K | 0.14% | 116 |
|
|
2019
Q1 | $1.03M | Sell |
21,802
-1,172
| -5% | -$53.7K | 0.14% | 114 |
|
|
2018
Q4 | $972K | Sell |
22,974
-9,792
| -30% | -$445K | 0.15% | 113 |
|
|
2018
Q3 | $1.57M | Sell |
32,766
-18,774
| -36% | -$890K | 0.22% | 85 |
|
|
2018
Q2 | $2.35M | Sell |
51,540
-520
| -1% | -$23.6K | 0.34% | 59 |
|
|
2018
Q1 | $2.32M | Sell |
52,060
-52,014
| -50% | -$2.41M | 0.34% | 60 |
|
|
2017
Q4 | $4.84M | Sell |
104,074
-684
| -0.7% | -$30.9K | 0.66% | 32 |
|
|
2017
Q3 | $4.6M | Buy |
104,758
+572
| +0.5% | +$24.6K | 0.6% | 35 |
|
|
2017
Q2 | $4.43M | Buy |
104,186
+1,206
| +1% | +$51K | 0.65% | 32 |
|
|
2017
Q1 | $4.32M | Buy |
102,980
+8,714
| +9% | +$362K | 0.63% | 33 |
|
|
2016
Q4 | $3.83M | Buy |
+94,266
| New | +$3.71M | 0.62% | 37 |
|
Other funds holding DTD
Clearstead Advisors's DTD Position: Q2 2025 in Review
Clearstead Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2025, closing a stake of 1,369 shares — an estimated $105K sold.
Clearstead Advisors first reported a position in DTD in Q4 2016 and held it in 34 quarters. The position peaked at $4.84M in Q4 2017. 199 funds tracked by Wall St. Rank hold DTD as of Q2 2025.
- Clearstead Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2025 after selling out during the quarter.
- Clearstead Advisors sold 1,369 WisdomTree US Total Dividend Fund shares in Q2 2025, an estimated $105K.
- Clearstead Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2016 and held it in 34 quarters.
- Clearstead Advisors's WisdomTree US Total Dividend Fund position peaked at $4.84M in Q4 2017.
- 199 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.
Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.