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