Cornerstone Financial Group »

WisdomTree Total Dividend Fund shares owned by Cornerstone Financial Group

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $655k 7.8k 84.00
2025-06-30 $620k 7.8k 79.52
2025-03-31 $599k 7.8k 76.78
2024-12-31 $592k 7.8k 75.86

More positions owned by Cornerstone Financial Group

Spdr Series Trust Portfoli S&p1500 (SPTM)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Tips Bd Etf (TIP)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cornerstone Financial Group

Top funds holding WisdomTree Total Dividend Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
626 Financial
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