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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by CoreCap 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by CoreCap Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio Short (SPSB)

View all positions for CoreCap Advisors

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
HighTower Advisors
Vertex Planning Partners
Raymond James Financial Services Advisors
Melone Private Wealth
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Ffg Retirement Advisors
Mariner Wealth Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding WisdomTree Total Dividend Fund