SWM
DTD icon

Spire Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Spire Wealth Management’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 		$924K Sell
9,906
-6
-0.1% -$548 0.03% 406
2026
Q1 		$856K Sell
9,912
-78
-0.8% -$6.85K 0.03% 410
2025
Q4 		$848K Buy
9,990
+30
+0.3% +$2.53K 0.03% 429
2025
Q3 		$837K Sell
9,960
-361
-3% -$29.6K 0.03% 407
2025
Q2 		$821K Sell
10,321
-2,075
-17% -$157K 0.03% 396
2025
Q1 		$954K Buy
12,396
+25
+0.2% +$1.94K 0.03% 412
2024
Q4 		$938K Buy
12,371
+44
+0.4% +$3.43K 0.03% 408
2024
Q3 		$945K Buy
12,327
+427
+4% +$31.4K 0.03% 382
2024
Q2 		$843K Buy
11,900
+23
+0.2% +$1.6K 0.03% 379
2024
Q1 		$840K Buy
11,877
+19
+0.2% +$1.28K 0.02% 412
2023
Q4 		$776K Sell
11,858
-72
-0.6% -$4.43K 0.03% 418
2023
Q3 		$718K Sell
11,930
-96
-0.8% -$6K 0.03% 403
2023
Q2 		$747K Buy
12,026
+23
+0.2% +$1.39K 0.03% 401
2023
Q1 		$727K Buy
12,003
+1,593
+15% +$97.3K 0.03% 403
2022
Q4 		$631K Buy
10,410
+28
+0.3% +$1.68K 0.04% 318
2022
Q3 		$563K Sell
10,382
-2,923
-22% -$174K 0.03% 306
2022
Q2 		$770K Buy
13,305
+28
+0.2% +$1.73K 0.03% 382
2022
Q1 		$857K Buy
13,277
+14
+0.1% +$891 0.02% 425
2021
Q4 		$859K Sell
13,263
-2,075
-14% -$129K 0.02% 515
2021
Q3 		$901K Buy
15,338
+70
+0.5% +$4.23K 0.02% 434
2021
Q2 		$905K Buy
15,268
+20
+0.1% +$1.18K 0.02% 454
2021
Q1 		$862K Buy
+15,248
New +$825K 0.02% 494

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
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return