WisdomTree Total Dividend Fund shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $252k | 3.0k | 84.00 |
| 2025-06-30 | $239k | 3.0k | 79.52 |
| 2025-03-31 | $387k | 5.0k | 76.95 |
| 2024-12-31 | $228k | 3.0k | 75.86 |
| 2024-03-31 | $212k | 3.0k | 70.72 |
| 2023-12-31 | $383k | 5.9k | 65.38 |
| 2023-09-30 | $369k | 6.1k | 60.17 |
| 2023-06-30 | $381k | 6.1k | 62.09 |
| 2023-03-31 | $380k | 6.3k | 60.59 |
| 2022-12-31 | $395k | 6.5k | 60.65 |
| 2022-06-30 | $292k | 5.0k | 58.02 |
| 2022-03-31 | $325k | 5.0k | 64.57 |
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