Clearwater Capital Advisors’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 | $1.45M | Hold |
18,244
| – | – | 0.13% | 61 |
|
|
2025
Q1 | $1.4M | Sell |
18,244
-81
| -0.4% | -$6.23K | 0.14% | 65 |
|
|
2024
Q4 | $1.39M | Sell |
18,325
-906
| -5% | -$68.7K | 0.14% | 68 |
|
|
2024
Q3 | $1.47M | Sell |
19,231
-125
| -0.6% | -$9.59K | 0.14% | 63 |
|
|
2024
Q2 | $1.37M | Sell |
19,356
-591
| -3% | -$41.9K | 0.15% | 63 |
|
|
2024
Q1 | $1.41M | Sell |
19,947
-527
| -3% | -$37.3K | 0.15% | 61 |
|
|
2023
Q4 | $1.34M | Sell |
20,474
-5
| -0% | -$327 | 0.15% | 63 |
|
|
2023
Q3 | $1.23M | Sell |
20,479
-300
| -1% | -$18.1K | 0.15% | 56 |
|
|
2023
Q2 | $1.29M | Sell |
20,779
-504
| -2% | -$31.3K | 0.15% | 58 |
|
|
2023
Q1 | $1.29M | Sell |
21,283
-906
| -4% | -$54.9K | 0.16% | 59 |
|
|
2022
Q4 | $1.35M | Sell |
22,189
-253
| -1% | -$15.3K | 0.18% | 61 |
|
|
2022
Q3 | $1.22M | Sell |
22,442
-188
| -0.8% | -$10.2K | 0.17% | 68 |
|
|
2022
Q2 | $1.31M | Sell |
22,630
-300
| -1% | -$17.4K | 0.18% | 62 |
|
|
2022
Q1 | $1.48M | Sell |
22,930
-152
| -0.7% | -$9.81K | 0.17% | 64 |
|
|
2021
Q4 | $1.49M | Sell |
23,082
-432
| -2% | -$28K | 0.16% | 67 |
|
|
2021
Q3 | $1.38M | Sell |
23,514
-1,042
| -4% | -$61.2K | 0.16% | 70 |
|
|
2021
Q2 | $1.46M | Sell |
24,556
-80
| -0.3% | -$4.74K | 0.17% | 65 |
|
|
2021
Q1 | $1.39M | Sell |
24,636
-870
| -3% | -$49.2K | 0.17% | 64 |
|
|
2020
Q4 | $1.34M | Hold |
25,506
| – | – | 0.18% | 60 |
|
|
2020
Q3 | $1.2M | Sell |
25,506
-174
| -0.7% | -$8.17K | 0.19% | 61 |
|
|
2020
Q2 | $1.16M | Sell |
25,680
-3,476
| -12% | -$157K | 0.19% | 64 |
|
|
2020
Q1 | $1.14M | Sell |
29,156
-10,142
| -26% | -$397K | 0.25% | 61 |
|
|
2019
Q4 | $2.07M | Sell |
39,298
-7,944
| -17% | -$419K | 0.35% | 58 |
|
|
2019
Q3 | $2.34M | Sell |
47,242
-5,968
| -11% | -$296K | 0.41% | 61 |
|
|
2019
Q2 | $2.59M | Sell |
53,210
-7,818
| -13% | -$380K | 0.47% | 62 |
|
|
2019
Q1 | $2.89M | Sell |
61,028
-7,528
| -11% | -$356K | 0.54% | 62 |
|
|
2018
Q4 | $2.9M | Sell |
68,556
-2,164
| -3% | -$91.6K | 0.64% | 53 |
|
|
2018
Q3 | $3.4M | Sell |
70,720
-7,528
| -10% | -$361K | 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% | -$43.5K | 0.72% | 44 |
|
|
2017
Q4 | $3.7M | Sell |
79,490
-580
| -0.7% | -$27K | 0.81% | 39 |
|
|
2017
Q3 | $3.55M | Sell |
80,070
-266
| -0.3% | -$11.8K | 0.83% | 38 |
|
|
2017
Q2 | $3.4M | Sell |
80,336
-2,168
| -3% | -$91.8K | 0.87% | 34 |
|
|
2017
Q1 | $3.45M | Sell |
82,504
-1,442
| -2% | -$60.3K | 0.95% | 32 |
|
|
2016
Q4 | $3.43M | Buy |
83,946
+2,852
| +4% | +$117K | 1.19% | 24 |
|
|
2016
Q3 | $3.14M | Sell |
81,094
-1,852
| -2% | -$71.6K | 1.1% | 26 |
|
|
2016
Q2 | $3.19M | Buy |
+82,946
| New | +$3.19M | 1.18% | 25 |
|