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WisdomTree Total Dividend Fund shares owned by Centric Wealth Management

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth 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 Centric Wealth 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $203k 2.3k 90.33

More positions owned by Centric Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
United Parcel Svcs CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Eli Lilly & Co. (LLY)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Centric Wealth Management

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
Raymond James Financial
Pinnacle Financial Group, LLC / IL
Retirement Planning Group
Kestra Advisory Services
HighTower Advisors
Sanctuary Advisors
Atria Investments
Cetera Investment Advisers
Ameriprise Financial

View all funds holding WisdomTree Total Dividend Fund