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WisdomTree Total Dividend Fund shares owned by AssuredPartners Investment Advisors

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

Historical chart of AssuredPartners Investment 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 AssuredPartners Investment 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 AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 21k 84.88
2025-06-30 $342k 4.3k 79.52
2025-03-31 $1.9M 25k 76.95

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Gold Tr Ishares New (IAU)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Micron Technology (MU)
Tesla Motors (TSLA)

View all positions for AssuredPartners Investment Advisors

Top funds holding WisdomTree Total Dividend Fund

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
Cetera Investment Advisers
Ameriprise Financial
Advisor Group Holdings
Foundations Investment Advisors
Cambridge Investment Research Advisors
Vertex Planning Partners

View all funds holding WisdomTree Total Dividend Fund