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WisdomTree Total Dividend Fund shares owned by Bristlecone Advisors

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

Historical chart of Bristlecone Advisors investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $33k 430 75.86
2024-09-30 $33k 430 76.68
2023-03-31 $26k 430 60.59

More positions owned by Bristlecone Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Alphabet Cap Stk Cl A (GOOGL)
Arthur J. Gallagher & Co. (AJG)

View all positions for Bristlecone Advisors

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
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
Ameriprise Financial
Melone Private Wealth
Bank of New York Mellon
Kestra Advisory Services
Vertex Planning Partners
UBS Group

View all funds holding WisdomTree Total Dividend Fund