SCA
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Sandy Cove Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Sandy Cove 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 		$466K Buy
4,997
+25
+0.5% +$2.28K 0.12% 95
2026
Q1 		$429K Buy
4,972
+21
+0.4% +$1.84K 0.13% 90
2025
Q4 		$420K Sell
4,951
-117
-2% -$9.86K 0.12% 93
2025
Q3 		$426K Sell
5,068
-98
-2% -$8.03K 0.14% 88
2025
Q2 		$411K Sell
5,166
-229
-4% -$17.3K 0.15% 82
2025
Q1 		$415K Sell
5,395
-495
-8% -$38.4K 0.17% 76
2024
Q4 		$447K Sell
5,890
-386
-6% -$30.1K 0.18% 73
2024
Q3 		$481K Buy
6,276
+33
+0.5% +$2.43K 0.2% 68
2024
Q2 		$442K Sell
6,243
-129
-2% -$8.98K 0.2% 73
2024
Q1 		$451K Sell
6,372
-245
-4% -$16.5K 0.21% 72
2023
Q4 		$433K Buy
6,617
+49
+0.7% +$3.02K 0.22% 73
2023
Q3 		$395K Buy
6,568
+42
+0.6% +$2.62K 0.23% 74
2023
Q2 		$405K Buy
6,526
+39
+0.6% +$2.36K 0.23% 74
2023
Q1 		$393K Buy
6,487
+40
+0.6% +$2.44K 0.28% 58
2022
Q4 		$391K Sell
6,447
-958
-13% -$57.5K 0.32% 47
2022
Q3 		$402K Buy
7,405
+54
+0.7% +$3.22K 0.36% 44
2022
Q2 		$426K Buy
7,351
+56
+0.8% +$3.45K 0.39% 46
2022
Q1 		$471K Buy
7,295
+27
+0.4% +$1.72K 0.39% 44
2021
Q4 		$471K Buy
+7,268
New +$452K 0.4% 43

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