WisdomTree Total Dividend Fund shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $319k | 3.8k | 84.00 |
| 2025-06-30 | $444k | 5.6k | 79.52 |
| 2025-03-31 | $430k | 5.6k | 76.95 |
| 2024-12-31 | $424k | 5.6k | 75.86 |
| 2024-09-30 | $428k | 5.6k | 76.68 |
| 2024-06-30 | $396k | 5.6k | 70.83 |
| 2024-03-31 | $508k | 7.2k | 70.72 |
| 2023-12-31 | $470k | 7.2k | 65.38 |
| 2023-09-30 | $440k | 7.3k | 60.17 |
| 2023-06-30 | $485k | 7.8k | 62.09 |
| 2023-03-31 | $474k | 7.8k | 60.59 |
| 2022-12-31 | $474k | 7.8k | 60.65 |
| 2022-09-30 | $424k | 7.8k | 54.25 |
| 2022-06-30 | $445k | 7.7k | 57.90 |
| 2022-03-31 | $716k | 11k | 64.55 |
| 2021-12-31 | $718k | 11k | 64.73 |
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