WisdomTree Total Dividend Fund shares owned by CoreCap Advisors
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by CoreCap Advisors
from 13F filings
Historical chart of CoreCap Advisors investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by CoreCap Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 3.2k | 84.00 |
| 2025-06-30 | $258k | 3.2k | 79.52 |
| 2025-03-31 | $219k | 2.8k | 76.95 |
| 2024-12-31 | $195k | 2.6k | 75.86 |
| 2024-09-30 | $236k | 3.1k | 76.68 |
| 2024-06-30 | $225k | 3.2k | 70.83 |
| 2024-03-31 | $236k | 3.3k | 70.72 |
| 2023-12-31 | $247k | 3.8k | 65.38 |
| 2023-09-30 | $243k | 4.0k | 60.17 |
| 2023-06-30 | $330k | 5.3k | 62.09 |
| 2022-12-31 | $359k | 5.9k | 60.65 |
| 2022-09-30 | $432k | 8.0k | 54.32 |
| 2022-06-30 | $497k | 8.6k | 57.91 |
| 2022-03-31 | $605k | 9.4k | 64.56 |
| 2021-12-31 | $700k | 11k | 64.76 |
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