CA
DTD icon

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

CoreCap 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
Q2 		$295K Sell
3,166
-75
-2% -$6.85K 0.01% 713
2026
Q1 		$280K Hold
3,241
– – 0.01% 682
2025
Q4 		$275K Hold
3,241
– – 0.01% 679
2025
Q3 		$272K Hold
3,241
– – 0.01% 702
2025
Q2 		$258K Buy
3,241
+399
+14% +$30.2K 0.01% 676
2025
Q1 		$219K Buy
2,842
+277
+11% +$21.5K 0.01% 656
2024
Q4 		$195K Sell
2,565
-516
-17% -$40.2K 0.01% 714
2024
Q3 		$236K Sell
3,081
-91
-3% -$6.7K 0.01% 631
2024
Q2 		$225K Sell
3,172
-168
-5% -$11.7K 0.02% 347
2024
Q1 		$236K Sell
3,340
-433
-11% -$29.1K 0.01% 581
2023
Q4 		$247K Sell
3,773
-268
-7% -$16.5K 0.02% 509
2023
Q3 		$243K Sell
4,041
-1,277
-24% -$79.8K 0.02% 461
2023
Q2 		$330K Buy
+5,318
New +$322K 0.02% 440
2022
Q4 		$359K Sell
5,914
-2,039
-26% -$122K 0.03% 420
2022
Q3 		$432K Sell
7,953
-630
-7% -$37.5K 0.04% 340
2022
Q2 		$497K Sell
8,583
-788
-8% -$48.6K 0.04% 321
2022
Q1 		$605K Sell
9,371
-1,438
-13% -$91.5K 0.04% 306
2021
Q4 		$700K Buy
+10,809
New +$673K 0.05% 296

Other funds holding DTD

MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return