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WisdomTree Total Dividend Fund shares owned by Consolidated Portfolio Review Corp

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Consolidated Portfolio Review Corp from 13F filings

Historical chart of Consolidated Portfolio Review Corp investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Consolidated Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2024-06-30 $965k 14k 70.83
2023-12-31 $531k 8.1k 65.38
2023-09-30 $1.3M 22k 60.17
2023-06-30 $1.3M 22k 62.09
2023-03-31 $1.3M 22k 60.59

More positions owned by Consolidated Portfolio Review Corp

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard World Health Car Etf (VHT)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Consum Stp Etf (VDC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Consolidated Portfolio Review Corp

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Morgan Stanley
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Wells Fargo & Company
Cetera Investment Advisers
626 Financial
Pinnacle Financial Group, LLC / IL
Connecticut Wealth Management
HighTower Advisors
Raymond James Financial Services Advisors
Melone Private Wealth
Bank of New York Mellon
Kestra Advisory Services
Vertex Planning Partners
Royal Bank of Canada

View all funds holding WisdomTree Total Dividend Fund