WisdomTree Total Dividend Fund shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in WisdomTree Total Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree Total Dividend Fund held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree Total Dividend Fund by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 271k | 84.00 |
| 2025-06-30 | $22M | 271k | 79.52 |
| 2025-03-31 | $21M | 276k | 76.95 |
| 2024-12-31 | $25M | 328k | 75.86 |
| 2024-09-30 | $21M | 278k | 76.68 |
| 2024-06-30 | $20M | 278k | 70.83 |
| 2024-03-31 | $20M | 278k | 70.72 |
| 2023-12-31 | $18M | 279k | 65.38 |
| 2023-09-30 | $17M | 283k | 60.17 |
| 2023-06-30 | $18M | 284k | 62.09 |
| 2023-03-31 | $29M | 478k | 60.59 |
| 2022-12-31 | $32M | 531k | 60.65 |
| 2022-09-30 | $29M | 531k | 54.26 |
| 2022-06-30 | $31M | 540k | 57.91 |
| 2022-03-31 | $35M | 543k | 64.56 |
| 2021-12-31 | $35M | 543k | 64.74 |
| 2021-09-30 | $32M | 273k | 117.42 |
| 2021-06-30 | $32M | 273k | 118.48 |
| 2021-03-31 | $3.2M | 43k | 74.51 |
| 2020-12-31 | $30M | 290k | 104.85 |
| 2020-09-30 | $28M | 302k | 93.96 |
| 2020-06-30 | $29M | 322k | 90.11 |
| 2020-03-31 | $31M | 389k | 78.32 |
| 2019-12-31 | $43M | 406k | 105.57 |
| 2019-09-30 | $41M | 410k | 99.11 |
| 2019-06-30 | $40M | 407k | 97.17 |
More positions owned by Connecticut Wealth Management
View all positions for Connecticut Wealth Management
Top funds holding WisdomTree Total Dividend Fund
View all funds holding WisdomTree Total Dividend Fund