WisdomTree Total Dividend Fund shares owned by Center for Financial Planning
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $75k | 982 | 76.68 |
| 2024-06-30 | $70k | 982 | 70.83 |
| 2024-03-31 | $69k | 982 | 70.72 |
| 2023-12-31 | $64k | 982 | 65.38 |
| 2023-09-30 | $59k | 982 | 60.17 |
| 2023-06-30 | $61k | 982 | 62.09 |
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