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WisdomTree Total Dividend Fund shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in WisdomTree Total Dividend Fund

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All positions including WisdomTree Total Dividend Fund held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $37k 477 76.68
2024-06-30 $34k 477 70.83
2024-03-31 $34k 477 70.72

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Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)
MasterCard Incorporated (MA)
JPMorgan Chase & Co. (JPM)
Lowe's Companies (LOW)
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TJX Companies (TJX)
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Amgen (AMGN)
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View all positions for Bartlett & Co. Wealth Management

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