WisdomTree Total Dividend Fund shares owned by Allegheny Financial Group
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Allegheny Financial Group
from 13F filings
Historical chart of Allegheny Financial Group investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by Allegheny Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $297k | 3.5k | 84.01 |
| 2025-06-30 | $280k | 3.5k | 79.54 |
| 2025-03-31 | $269k | 3.5k | 76.96 |
| 2024-12-31 | $269k | 3.6k | 75.87 |
| 2024-09-30 | $271k | 3.5k | 76.68 |
| 2024-06-30 | $249k | 3.5k | 70.84 |
| 2024-03-31 | $247k | 3.5k | 70.71 |
| 2023-12-31 | $227k | 3.5k | 65.38 |
| 2023-09-30 | $208k | 3.5k | 60.16 |
| 2023-06-30 | $213k | 3.4k | 62.08 |
| 2023-03-31 | $206k | 3.4k | 60.59 |
| 2022-12-31 | $205k | 3.4k | 60.66 |
| 2022-03-31 | $214k | 3.3k | 64.63 |
| 2021-12-31 | $227k | 3.5k | 64.74 |
| 2021-09-30 | $204k | 1.7k | 117.38 |
| 2021-06-30 | $211k | 1.8k | 118.67 |
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