55i »

WisdomTree Total Dividend Fund shares owned by 55i

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by 55i from 13F filings

Historical chart of 55i investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by 55i consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Total Dividend Fund by 55i

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.5M 46k 54.28
2022-06-30 $1.9M 32k 57.90
2022-03-31 $909k 14k 64.59
2021-12-31 $363k 5.6k 64.82
2021-09-30 $324k 2.8k 117.35
2021-06-30 $242k 2.0k 118.45

More positions owned by 55i

iShares Core S&P 500 ETF Etf (IVV)
iShares ESG Aware MSCI USA ETF Etf (ESGU)
SPDR Portfolio S&P 500 ETF Etf (SPLG)
iShares MSCI EAFE Value ETF Etf (EFV)
iShares MSCI EAFE Growth ETF Etf (EFG)
iShares MSCI USA Min Vol Facto Etf (USMV)
Vanguard 500 Index Fund Etf (VOO)
iShares S&P 100 ETF Etf (OEF)
iShares Edge MSCI Intl Value F Etf (IVLU)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Russell 1000 ETF Etf (IWB)
iShares ESG MSCI USA Leaders E Etf (SUSL)
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)
iShares MSCI USA Quality Facto Etf (QUAL)
Invesco S&P Emerging Markets L Etf (EELV)

View all positions for 55i

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
Ffg Retirement Advisors
Jpmorgan Chase & Co
Mariner Wealth Advisors
Royal Bank of Canada
Pathstone Holdings

View all funds holding WisdomTree Total Dividend Fund