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WisdomTree Total Dividend Fund shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 44k 76.68
2024-06-30 $3.3M 46k 70.89
2024-03-31 $3.3M 46k 70.72
2023-12-31 $3.0M 45k 65.38
2023-09-30 $2.3M 39k 60.17
2023-06-30 $2.4M 38k 62.09
2023-03-31 $2.3M 38k 60.59
2022-12-31 $2.3M 38k 60.65

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Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Morgan Stanley
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
Melone Private Wealth
Bank of New York Mellon
Kestra Advisory Services
Vertex Planning Partners
Royal Bank of Canada

View all funds holding WisdomTree Total Dividend Fund