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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

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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
2024-06-30 $1.9M 26k 72.87
2024-03-31 $1.7M 25k 67.43

More positions owned by Colony

Microsoft Corporation (MSFT)
Vanguard Index Fds Extend Mkt Etf (VOO)
Apple (AAPL)
Amazon (AMZN)
Ishares Tr 0-3 Mnth Treasry (IVV)
Ishares Tr 0-3 Mnth Treasry (IWB)
Ishares Tr 0-3 Mnth Treasry (IWF)
Alphabet Cap Stk Cl A (GOOG)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (IXUS)
Pepsi (PEP)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
Vanguard Index Fds Extend Mkt Etf (VTI)

View all positions for Colony

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
Ameriprise Financial
Melone Private Wealth
UBS Group
Kestra Advisory Services
Vertex Planning Partners

View all funds holding WisdomTree Total Dividend Fund