Capital Advisory Group Advisory Services »

WisdomTree Total Dividend Fund shares owned by Capital Advisory Group Advisory Services

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Capital Advisory Group Advisory Services from 13F filings

Historical chart of Capital Advisory Group Advisory Services investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Capital Advisory Group Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Total Dividend Fund by Capital Advisory Group Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 33k 76.68
2024-06-30 $2.4M 33k 70.83
2024-03-31 $2.4M 34k 70.72
2023-12-31 $2.2M 34k 65.38
2023-09-30 $2.1M 34k 60.17
2023-06-30 $2.2M 35k 62.08
2023-03-31 $2.0M 34k 60.59
2022-12-31 $2.0M 33k 60.65
2022-09-30 $1.8M 34k 54.26
2022-06-30 $2.0M 33k 60.66
2022-03-31 $2.2M 34k 64.56
2021-12-31 $2.0M 31k 64.74
2021-09-30 $1.7M 15k 117.39
2021-06-30 $1.3M 11k 118.52
2021-03-31 $1.2M 10k 113.01
2020-12-31 $1.1M 10k 104.85
2020-09-30 $700k 7.5k 93.91
2020-06-30 $666k 7.4k 90.07