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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Belpointe Asset 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
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