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WisdomTree Total Dividend Fund shares owned by Genesis Wealth Advisors

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

Historical chart of Genesis Wealth Advisors investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Genesis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2015-06-30 $37k 500 73.19
2015-03-31 $46k 625 74.03
2014-12-31 $48k 625 76.04

More positions owned by Genesis Wealth Advisors

iShares S&P 500 Index (IVV)
Claymore Exchange Trd Fd Tr gug bull2018 e
iShares MSCI EAFE Index Fund (EFA)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
iShares Lehman Aggregate Bond (AGG)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI ACWI Index Fund (ACWI)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
Vanguard Emerging Markets ETF (VWO)
Spdr S&p 500 Etf (SPY)
Claymore Exchange Trd Fd Tr gug bull2019 e
Cambria Etf Tr shshld yield etf (SYLD)
PowerShares Intl. Dividend Achiev.
WisdomTree Emerging Markets Eq (DEM)
Vanguard Total World Stock Idx (VT)

View all positions for Genesis Wealth Advisors

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
HighTower Advisors
Vertex Planning Partners
Raymond James Financial Services Advisors
Melone Private Wealth
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Ffg Retirement Advisors
Mariner Wealth Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding WisdomTree Total Dividend Fund