WisdomTree Total Dividend Fund shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $746k | 8.9k | 84.00 |
| 2025-06-30 | $688k | 8.7k | 79.52 |
| 2025-03-31 | $3.9M | 50k | 76.95 |
| 2024-12-31 | $416k | 5.5k | 75.74 |
| 2024-09-30 | $422k | 5.5k | 76.68 |
| 2024-06-30 | $389k | 5.5k | 70.83 |
| 2024-03-31 | $389k | 5.5k | 70.72 |
| 2023-09-30 | $331k | 5.5k | 60.17 |
| 2023-06-30 | $345k | 5.5k | 62.09 |
| 2023-03-31 | $411k | 6.8k | 60.59 |
| 2022-12-31 | $614k | 10k | 60.65 |
| 2022-09-30 | $550k | 10k | 54.30 |
| 2022-06-30 | $586k | 10k | 57.86 |
| 2022-03-31 | $502k | 7.8k | 64.66 |
| 2021-12-31 | $508k | 7.8k | 64.78 |
| 2021-09-30 | $470k | 4.0k | 117.47 |
| 2021-06-30 | $474k | 4.0k | 118.47 |
| 2021-03-31 | $452k | 4.0k | 112.97 |
| 2020-12-31 | $432k | 4.1k | 104.88 |
| 2020-09-30 | $330k | 4.2k | 78.22 |
| 2020-06-30 | $380k | 4.2k | 90.07 |
| 2020-03-31 | $330k | 4.2k | 78.22 |
| 2019-12-31 | $445k | 4.2k | 105.48 |
| 2019-09-30 | $419k | 4.2k | 99.08 |
| 2019-06-30 | $417k | 4.3k | 97.18 |
| 2018-12-31 | $363k | 4.3k | 84.60 |
| 2018-09-30 | $412k | 4.3k | 96.01 |
| 2018-06-30 | $322k | 3.5k | 91.04 |
| 2018-03-31 | $311k | 3.5k | 89.06 |
| 2017-12-31 | $399k | 4.3k | 93.07 |
| 2017-09-30 | $309k | 3.5k | 87.68 |
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