WisdomTree Total Dividend Fund shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in WisdomTree Total Dividend Fund
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All positions including WisdomTree Total Dividend Fund held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $248k | 3.8k | 65.38 |
2023-09-30 | $228k | 3.8k | 60.17 |
2023-06-30 | $235k | 3.8k | 62.09 |
2023-03-31 | $229k | 3.8k | 60.59 |
2022-12-31 | $230k | 3.8k | 60.65 |
2022-09-30 | $205k | 3.8k | 54.15 |
2022-06-30 | $219k | 3.8k | 57.84 |
2022-03-31 | $241k | 3.8k | 63.66 |
2021-12-31 | $245k | 3.8k | 64.71 |
2021-09-30 | $222k | 1.9k | 117.27 |
2021-06-30 | $224k | 1.9k | 118.33 |
2021-03-31 | $214k | 1.9k | 113.05 |
2020-12-31 | $198k | 1.9k | 104.60 |
2020-09-30 | $177k | 1.9k | 93.50 |
2020-06-30 | $170k | 1.9k | 89.80 |
2020-03-31 | $148k | 1.9k | 78.18 |
2019-12-31 | $199k | 1.9k | 105.12 |
2019-06-30 | $183k | 1.9k | 96.67 |
2018-09-30 | $182k | 1.9k | 96.06 |
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