WisdomTree Total Dividend Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $828k | 13k | 66.19 |
| 2023-09-30 | $745k | 12k | 60.17 |
| 2023-06-30 | $753k | 12k | 62.09 |
| 2023-03-31 | $742k | 12k | 60.59 |
| 2022-12-31 | $782k | 13k | 60.65 |
| 2022-09-30 | $3.4M | 62k | 54.26 |
| 2022-06-30 | $4.3M | 73k | 57.91 |
| 2022-03-31 | $4.9M | 76k | 64.56 |
| 2021-12-31 | $4.0M | 61k | 64.74 |
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