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WisdomTree Total Dividend Fund shares owned by Allegiant Private Advisors

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Allegiant Private Advisors from 13F filings

Historical chart of Allegiant Private Advisors investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Allegiant Private Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $457k 3.9k 118.58
2021-03-31 $436k 3.9k 113.13
2020-12-31 $404k 3.9k 104.83

More positions owned by Allegiant Private Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Allegiant Private Advisors

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
626 Financial
Pinnacle Financial Group, LLC / IL
Connecticut Wealth Management
HighTower Advisors
Raymond James Financial Services Advisors
Melone Private Wealth
Bank of New York Mellon
Kestra Advisory Services
Vertex Planning Partners
Royal Bank of Canada

View all funds holding WisdomTree Total Dividend Fund