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WisdomTree Total Dividend Fund shares owned by Alta Wealth Advisors

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

Historical chart of Alta Wealth 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 Alta Wealth 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 Alta Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $560k 7.3k 76.68
2024-06-30 $516k 7.3k 70.83
2024-03-31 $562k 7.9k 70.72
2023-12-31 $524k 8.0k 65.38
2023-09-30 $626k 10k 60.17
2023-06-30 $647k 10k 62.09
2023-03-31 $567k 9.4k 60.59
2022-12-31 $452k 7.5k 60.65

More positions owned by Alta Wealth Advisors

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Sophia Genetics Sa Ordinary Shares (SOPH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)

View all positions for Alta Wealth 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