626 Financial »

WisdomTree Total Dividend Fund shares owned by 626 Financial

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by 626 Financial from 13F filings

Historical chart of 626 Financial investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by 626 Financial 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 626 Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 297k 70.72
2023-12-31 $19M 293k 65.38
2023-09-30 $19M 315k 60.17
2023-06-30 $20M 316k 62.09
2023-03-31 $19M 310k 60.59
2022-12-31 $19M 311k 60.65
2022-09-30 $17M 311k 54.26
2022-06-30 $18M 309k 57.89
2022-03-31 $20M 304k 64.56
2021-12-31 $24M 369k 64.74
2021-03-31 $20M 304k 64.56

More positions owned by 626 Financial

Stryker Corporation (SYK)
Wisdomtree Tr Us Total Dividnd (DTD)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p600 (SPSM)
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)
Vanguard Index Fds Total Stk Mkt (VTI)
Qualcomm (QCOM)
JPMorgan Chase & Co. (JPM)

View all positions for 626 Financial

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