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Clearwater Capital Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Clearwater Capital Advisors’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
Q1 		$1.56M Hold
18,119
– – 0.13% 57
2025
Q4 		$1.54M Hold
18,119
– – 0.13% 59
2025
Q3 		$1.52M Sell
18,119
-125
-0.7% -$10.2K 0.13% 60
2025
Q2 		$1.45M Hold
18,244
– – 0.13% 61
2025
Q1 		$1.4M Sell
18,244
-81
-0.4% -$6.29K 0.14% 65
2024
Q4 		$1.39M Sell
18,325
-906
-5% -$70.6K 0.14% 68
2024
Q3 		$1.47M Sell
19,231
-125
-0.6% -$9.2K 0.14% 63
2024
Q2 		$1.37M Sell
19,356
-591
-3% -$41.1K 0.15% 63
2024
Q1 		$1.41M Sell
19,947
-527
-3% -$35.4K 0.15% 61
2023
Q4 		$1.34M Sell
20,474
-5
-0% -$308 0.15% 63
2023
Q3 		$1.23M Sell
20,479
-300
-1% -$18.7K 0.15% 56
2023
Q2 		$1.29M Sell
20,779
-504
-2% -$30.5K 0.15% 58
2023
Q1 		$1.29M Sell
21,283
-906
-4% -$55.3K 0.16% 59
2022
Q4 		$1.35M Sell
22,189
-253
-1% -$15.2K 0.18% 61
2022
Q3 		$1.22M Sell
22,442
-188
-0.8% -$11.2K 0.17% 68
2022
Q2 		$1.31M Sell
22,630
-300
-1% -$18.5K 0.18% 62
2022
Q1 		$1.48M Sell
22,930
-152
-0.7% -$9.67K 0.17% 64
2021
Q4 		$1.49M Sell
23,082
-432
-2% -$26.9K 0.16% 67
2021
Q3 		$1.38M Sell
23,514
-1,042
-4% -$63K 0.16% 70
2021
Q2 		$1.46M Sell
24,556
-80
-0.3% -$4.71K 0.17% 65
2021
Q1 		$1.39M Sell
24,636
-870
-3% -$47.1K 0.17% 64
2020
Q4 		$1.34M Hold
25,506
– – 0.18% 60
2020
Q3 		$1.2M Sell
25,506
-174
-0.7% -$8.19K 0.19% 61
2020
Q2 		$1.16M Sell
25,680
-3,476
-12% -$151K 0.19% 64
2020
Q1 		$1.14M Sell
29,156
-10,142
-26% -$492K 0.25% 61
2019
Q4 		$2.07M Sell
39,298
-7,944
-17% -$404K 0.35% 58
2019
Q3 		$2.34M Sell
47,242
-5,968
-11% -$291K 0.41% 61
2019
Q2 		$2.58M Sell
53,210
-7,818
-13% -$374K 0.47% 62
2019
Q1 		$2.89M Sell
61,028
-7,528
-11% -$345K 0.54% 62
2018
Q4 		$2.9M Sell
68,556
-2,164
-3% -$98.3K 0.64% 53
2018
Q3 		$3.4M Sell
70,720
-7,528
-10% -$357K 0.66% 48
2018
Q2 		$3.57M Sell
78,248
-266
-0.3% -$12.1K 0.73% 47
2018
Q1 		$3.5M Sell
78,514
-976
-1% -$45.2K 0.72% 44
2017
Q4 		$3.69M Sell
79,490
-580
-0.7% -$26.2K 0.81% 39
2017
Q3 		$3.54M Sell
80,070
-266
-0.3% -$11.4K 0.83% 38
2017
Q2 		$3.4M Sell
80,336
-2,168
-3% -$91.7K 0.87% 34
2017
Q1 		$3.45M Sell
82,504
-1,442
-2% -$60K 0.95% 32
2016
Q4 		$3.43M Buy
83,946
+2,852
+4% +$112K 1.19% 24
2016
Q3 		$3.14M Sell
81,094
-1,852
-2% -$72.5K 1.1% 26
2016
Q2 		$3.19M Buy
+82,946
New +$3.11M 1.18% 25

Other funds holding DTD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Clearwater Capital Advisors's DTD Position: Q1 2026 in Review

Clearwater Capital Advisors held its WisdomTree US Total Dividend Fund (DTD) position steady in Q1 2026 at 18,119 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #57.

Clearwater Capital Advisors first reported a position in DTD in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.69M in Q4 2017. 210 funds tracked by Wall St. Rank hold DTD as of Q1 2026.

  • Clearwater Capital Advisors held 18,119 shares of WisdomTree US Total Dividend Fund worth $1.56M as of Q1 2026.
  • Clearwater Capital Advisors left its WisdomTree US Total Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US Total Dividend Fund made up 0.13% of Clearwater Capital Advisors's portfolio in Q1 2026, its #57 holding.
  • Clearwater Capital Advisors first reported a position in WisdomTree US Total Dividend Fund in Q2 2016 and has held it in 40 quarters since.
  • Clearwater Capital Advisors's WisdomTree US Total Dividend Fund position peaked at $3.69M in Q4 2017.
  • 210 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.