Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.92M | Sell |
33,833
-266
| -0.8% | -$23.4K | ﹤0.01% | 1597 |
|
|
2025
Q4 | $2.89M | Buy |
34,099
+444
| +1% | +$37.4K | ﹤0.01% | 1402 |
|
|
2025
Q3 | $2.83M | Sell |
33,655
-945
| -3% | -$77.4K | ﹤0.01% | 1269 |
|
|
2025
Q2 | $2.75M | Sell |
34,600
-203
| -0.6% | -$15.4K | ﹤0.01% | 1089 |
|
|
2025
Q1 | $2.68M | Sell |
34,803
-2,002
| -5% | -$155K | ﹤0.01% | 1001 |
|
|
2024
Q4 | $2.79M | Buy |
36,805
+152
| +0.4% | +$11.8K | ﹤0.01% | 940 |
|
|
2024
Q3 | $2.81M | Buy |
36,653
+366
| +1% | +$26.9K | ﹤0.01% | 896 |
|
|
2024
Q2 | $2.57M | Buy |
36,287
+1
| +0% | +$70 | ﹤0.01% | 878 |
|
|
2024
Q1 | $2.57M | Hold |
36,286
| – | – | ﹤0.01% | 869 |
|
|
2023
Q4 | $2.37M | Buy |
36,286
+845
| +2% | +$52K | ﹤0.01% | 849 |
|
|
2023
Q3 | $2.13M | Sell |
35,441
-4
| -0% | -$250 | ﹤0.01% | 825 |
|
|
2023
Q2 | $2.2M | Sell |
35,445
-237
| -0.7% | -$14.3K | ﹤0.01% | 774 |
|
|
2023
Q1 | $2.16M | Sell |
35,682
-133
| -0.4% | -$8.13K | ﹤0.01% | 752 |
|
|
2022
Q4 | $2.17M | Buy |
35,815
+1,611
| +5% | +$96.7K | ﹤0.01% | 724 |
|
|
2022
Q3 | $1.86M | Sell |
34,204
-1,665
| -5% | -$99.2K | ﹤0.01% | 723 |
|
|
2022
Q2 | $2.08M | Sell |
35,869
-18,118
| -34% | -$1.12M | ﹤0.01% | 703 |
|
|
2022
Q1 | $3.48M | Buy |
53,987
+63
| +0.1% | +$4.01K | 0.01% | 546 |
|
|
2021
Q4 | $3.49M | Sell |
53,924
-124
| -0.2% | -$7.72K | 0.01% | 520 |
|
|
2021
Q3 | $3.17M | Buy |
54,048
+16,824
| +45% | +$1.02M | 0.01% | 550 |
|
|
2021
Q2 | $2.21M | Sell |
37,224
-14,610
| -28% | -$860K | ﹤0.01% | 639 |
|
|
2021
Q1 | $2.93M | Sell |
51,834
-4,136
| -7% | -$224K | 0.01% | 565 |
|
|
2020
Q4 | $2.93M | Sell |
55,970
-906
| -2% | -$45.2K | 0.01% | 526 |
|
|
2020
Q3 | $2.67M | Sell |
56,876
-13,240
| -19% | -$623K | 0.01% | 466 |
|
|
2020
Q2 | $3.16M | Buy |
70,116
+8,724
| +14% | +$380K | 0.01% | 370 |
|
|
2020
Q1 | $2.4M | Buy |
61,392
+56,742
| +1,220% | +$2.75M | 0.01% | 380 |
|
|
2019
Q4 | $245K | Buy |
+4,650
| New | +$237K | ﹤0.01% | 1519 |
|
|
2017
Q2 | – | Sell |
-20
| Closed | -$1K | – | 4657 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 4424 |
|
|
2016
Q4 | $1K | Buy |
+20
| New | +$786 | ﹤0.01% | 4414 |
|
|
2015
Q2 | – | Sell |
-334
| Closed | -$12K | – | 1577 |
|
|
2015
Q1 | $12K | Hold |
334
| – | – | ﹤0.01% | 3072 |
|
|
2014
Q4 | $12K | Hold |
334
| – | – | ﹤0.01% | 3004 |
|
|
2014
Q3 | $12K | Buy |
+334
| New | +$12K | ﹤0.01% | 2832 |
|
|
2014
Q2 | – | Sell |
-400
| Closed | -$14K | – | 3807 |
|
|
2014
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 2579 |
|
|
2013
Q4 | $13K | Sell |
400
-422
| -51% | -$13.7K | ﹤0.01% | 2419 |
|
|
2013
Q3 | $25K | Buy |
822
+2
| +0.2% | +$62 | ﹤0.01% | 1961 |
|
|
2013
Q2 | $25K | Buy |
+820
| New | +$24.9K | ﹤0.01% | 1793 |
|
Other funds holding DTD
6F
CWM
PFG
RPGK
KAS