Creative Planning’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 | $2.75M | Sell |
34,600
-203
| -0.6% | -$16.1K | ﹤0.01% | 1086 |
|
|
2025
Q1 | $2.68M | Sell |
34,803
-2,002
| -5% | -$154K | ﹤0.01% | 999 |
|
|
2024
Q4 | $2.79M | Buy |
36,805
+152
| +0.4% | +$11.5K | ﹤0.01% | 938 |
|
|
2024
Q3 | $2.81M | Buy |
36,653
+366
| +1% | +$28.1K | ﹤0.01% | 896 |
|
|
2024
Q2 | $2.57M | Buy |
36,287
+1
| +0% | +$71 | ﹤0.01% | 876 |
|
|
2024
Q1 | $2.57M | Hold |
36,286
| – | – | ﹤0.01% | 868 |
|
|
2023
Q4 | $2.37M | Buy |
36,286
+845
| +2% | +$55.2K | ﹤0.01% | 847 |
|
|
2023
Q3 | $2.13M | Sell |
35,441
-4
| -0% | -$241 | ﹤0.01% | 823 |
|
|
2023
Q2 | $2.2M | Sell |
35,445
-237
| -0.7% | -$14.7K | ﹤0.01% | 773 |
|
|
2023
Q1 | $2.16M | Sell |
35,682
-133
| -0.4% | -$8.06K | ﹤0.01% | 748 |
|
|
2022
Q4 | $2.17M | Buy |
35,815
+1,611
| +5% | +$97.7K | ﹤0.01% | 722 |
|
|
2022
Q3 | $1.86M | Sell |
34,204
-1,665
| -5% | -$90.3K | ﹤0.01% | 721 |
|
|
2022
Q2 | $2.08M | Sell |
35,869
-18,118
| -34% | -$1.05M | ﹤0.01% | 702 |
|
|
2022
Q1 | $3.49M | Buy |
53,987
+63
| +0.1% | +$4.07K | 0.01% | 546 |
|
|
2021
Q4 | $3.49M | Sell |
53,924
-124
| -0.2% | -$8.03K | 0.01% | 520 |
|
|
2021
Q3 | $3.17M | Buy |
54,048
+16,824
| +45% | +$988K | 0.01% | 550 |
|
|
2021
Q2 | $2.21M | Sell |
37,224
-14,610
| -28% | -$865K | ﹤0.01% | 639 |
|
|
2021
Q1 | $2.93M | Sell |
51,834
-4,136
| -7% | -$234K | 0.01% | 558 |
|
|
2020
Q4 | $2.93M | Sell |
55,970
-906
| -2% | -$47.5K | 0.01% | 519 |
|
|
2020
Q3 | $2.67M | Sell |
56,876
-13,240
| -19% | -$622K | 0.01% | 460 |
|
|
2020
Q2 | $3.16M | Buy |
70,116
+8,724
| +14% | +$393K | 0.01% | 365 |
|
|
2020
Q1 | $2.4M | Buy |
61,392
+56,742
| +1,220% | +$2.22M | 0.01% | 378 |
|
|
2019
Q4 | $245K | Buy |
+4,650
| New | +$245K | ﹤0.01% | 1510 |
|
|
2017
Q2 | – | Sell |
-20
| Closed | -$1K | – | 4519 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 4319 |
|
|
2016
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 4278 |
|
|
2015
Q2 | – | Sell |
-334
| Closed | -$12K | – | 1513 |
|
|
2015
Q1 | $12K | Hold |
334
| – | – | ﹤0.01% | 3034 |
|
|
2014
Q4 | $12K | Hold |
334
| – | – | ﹤0.01% | 2962 |
|
|
2014
Q3 | $12K | Buy |
+334
| New | +$12K | ﹤0.01% | 2796 |
|
|
2014
Q2 | – | Sell |
-400
| Closed | -$14K | – | 3673 |
|
|
2014
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 2543 |
|
|
2013
Q4 | $13K | Sell |
400
-422
| -51% | -$13.7K | ﹤0.01% | 2419 |
|
|
2013
Q3 | $25K | Buy |
822
+2
| +0.2% | +$61 | ﹤0.01% | 1961 |
|
|
2013
Q2 | $25K | Buy |
+820
| New | +$25K | ﹤0.01% | 1793 |
|