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WisdomTree Total Dividend Fund shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 278k 70.72
2023-12-31 $18M 279k 65.38
2023-09-30 $17M 283k 60.17
2023-06-30 $18M 284k 62.09
2023-03-31 $29M 478k 60.59
2022-12-31 $32M 531k 60.65
2022-09-30 $29M 531k 54.26
2022-06-30 $31M 540k 57.91
2022-03-31 $35M 543k 64.56
2021-12-31 $35M 543k 64.74
2021-09-30 $32M 273k 117.42
2021-06-30 $32M 273k 118.48
2021-03-31 $3.2M 43k 74.51
2020-12-31 $30M 290k 104.85
2020-09-30 $28M 302k 93.96
2020-06-30 $29M 322k 90.11
2020-03-31 $31M 389k 78.32
2019-12-31 $43M 406k 105.57
2019-09-30 $41M 410k 99.11
2019-06-30 $40M 407k 97.17