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WisdomTree Total Dividend Fund shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.4M 26k 93.42

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation Call Option (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom Call Option (AVGO)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Alphabet Cap Stk Cl C (GOOG)
Micron Technology Put Option (MU)

View all positions for Concurrent Investment Advisors

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
LPL Financial
Wells Fargo & Company
626 Financial
Raymond James Financial
Connecticut Wealth Management
Pinnacle Financial Group, LLC / IL
Kestra Advisory Services
Retirement Planning Group
HighTower Advisors
Cetera Investment Advisers
Savvy Advisors
Ameriprise Financial
Foundations Investment Advisors
Advisor Group Holdings

View all funds holding WisdomTree Total Dividend Fund