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WisdomTree Total Dividend Fund shares owned by Claro Advisors

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Claro Advisors from 13F filings

Historical chart of Claro Advisors investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $919k 13k 70.72
2023-12-31 $1.1M 16k 65.38
2023-09-30 $1.1M 19k 60.17
2023-06-30 $1.2M 19k 62.09
2023-03-31 $842k 14k 60.59
2022-12-31 $554k 9.1k 60.65

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View all positions for Claro Advisors

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
HighTower Advisors
Vertex Planning Partners
Raymond James Financial Services Advisors
Melone Private Wealth
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Ffg Retirement Advisors
Mariner Wealth Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding WisdomTree Total Dividend Fund