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WisdomTree Total Dividend Fund shares owned by Breachway Investments

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Breachway Investments from 13F filings

Historical chart of Breachway Investments investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Breachway Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Breachway Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $517k 6.1k 84.88

More positions owned by Breachway Investments

Spdr Series Trust State Street Spd (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ibonds 27 Etf (IBDS)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec2026 (IBDR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Series Trust State Street Spd (SPYV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Apple (AAPL)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Us Aer Def Etf (ITA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Breachway Investments

Top funds holding WisdomTree Total Dividend Fund

LPL Financial
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
Pinnacle Financial Group, LLC / IL
Raymond James Financial
Retirement Planning Group
HighTower Advisors
Kestra Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Cambridge Investment Research Advisors
Advisor Group Holdings
Vertex Planning Partners
UBS Group

View all funds holding WisdomTree Total Dividend Fund