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WisdomTree Total Dividend Fund shares owned by Asset Advisory Group

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Asset Advisory Group from 13F filings

Historical chart of Asset Advisory Group investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Asset Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $416k 4.8k 86.37

More positions owned by Asset Advisory Group

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Key (KEY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Income Etf (JPIE)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Tesla Motors (TSLA)
Select Sector Spdr Tr State Street Tec (XLK)
Microsoft Corporation (MSFT)

View all positions for Asset Advisory Group

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
Raymond James Financial
Pinnacle Financial Group, LLC / IL
Retirement Planning Group
Kestra Advisory Services
HighTower Advisors
Sanctuary Advisors
Atria Investments
Cetera Investment Advisers
Ameriprise Financial

View all funds holding WisdomTree Total Dividend Fund