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WisdomTree Total Dividend Fund shares owned by Arvest Investments

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Arvest Investments from 13F filings

Historical chart of Arvest Investments investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Arvest Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $398k 4.7k 84.01
2025-06-30 $399k 5.0k 79.53
2025-03-31 $1.4M 19k 76.95
2024-12-31 $1.5M 19k 75.87
2024-09-30 $2.1M 27k 76.68
2024-06-30 $2.2M 31k 70.83
2024-03-31 $2.2M 32k 70.72
2023-12-31 $2.4M 37k 65.38

More positions owned by Arvest Investments

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Cmbs Etf (CMBS)
Ishares Tr Mbs Etf (MBB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Arvest Investments

Top funds holding WisdomTree Total Dividend Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
Pinnacle Financial Group, LLC / IL
Raymond James Financial
Retirement Planning Group
HighTower Advisors
Kestra Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Melone Private Wealth
Cornerstone Planning Group
Advisor Group Holdings

View all funds holding WisdomTree Total Dividend Fund