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WisdomTree Total Dividend Fund shares owned by Cooper Financial Group

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

Historical chart of Cooper Financial Group investment in WisdomTree Total Dividend Fund

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Cooper Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 2.8k 84.00
2025-06-30 $220k 2.8k 79.52
2025-03-31 $213k 2.8k 76.95
2024-12-31 $210k 2.8k 75.86

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View all positions for Cooper Financial Group

Top funds holding WisdomTree Total Dividend Fund

Morgan Stanley
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Connecticut Wealth Management
Pinnacle Financial Group, LLC / IL
Raymond James Financial
Retirement Planning Group
HighTower Advisors
Kestra Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Melone Private Wealth
Cornerstone Planning Group
Advisor Group Holdings

View all funds holding WisdomTree Total Dividend Fund