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WisdomTree Total Dividend Fund shares owned by Cherrydale Wealth Management

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

Historical chart of Cherrydale 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 Cherrydale 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 Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 18k 76.68
2024-06-30 $1.3M 18k 70.83
2024-03-31 $1.3M 18k 70.72
2023-12-31 $1.2M 18k 65.38
2023-09-30 $1.1M 18k 60.17
2023-06-30 $1.1M 18k 62.09
2023-03-31 $1.1M 18k 60.59
2022-12-31 $1.1M 18k 60.65
2022-09-30 $948k 18k 54.26
2022-06-30 $1.0M 17k 57.89
2022-03-31 $1.1M 17k 64.54
2021-12-31 $1.1M 17k 64.73