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WisdomTree Total Dividend Fund shares owned by Colony

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

Historical chart of Colony investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Colony

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 31k 84.87
2025-09-30 $2.5M 30k 84.00
2025-06-30 $2.4M 30k 79.52
2025-03-31 $2.1M 27k 76.95
2024-12-31 $2.0M 27k 75.86
2024-06-30 $1.9M 26k 72.87
2024-03-31 $1.7M 25k 67.43

More positions owned by Colony

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Valued Advisers Tr Kovitz Core Eqt (EQTY)
Vanguard World Inf Tech Etf (VGT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Colony

Top funds holding WisdomTree Total Dividend Fund

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
Cetera Investment Advisers
Ameriprise Financial
Advisor Group Holdings
Foundations Investment Advisors
Cambridge Investment Research Advisors
Vertex Planning Partners

View all funds holding WisdomTree Total Dividend Fund