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WisdomTree Total Dividend Fund shares owned by Crestone Asset Management

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Crestone Asset Management from 13F filings

Historical chart of Crestone Asset Management investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Crestone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Crestone Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $313k 4.4k 70.72
2023-12-31 $289k 4.4k 65.38
2023-09-30 $241k 4.0k 60.17
2023-06-30 $248k 4.0k 62.09
2023-03-31 $265k 4.4k 60.59
2022-12-31 $265k 4.4k 60.65
2022-03-31 $331k 5.1k 64.57
2021-12-31 $332k 5.1k 64.77
2021-09-30 $301k 2.6k 117.44
2021-06-30 $304k 2.6k 118.61
2021-03-31 $314k 2.8k 113.03
2020-12-31 $291k 2.8k 104.75
2020-09-30 $261k 2.8k 93.95
2020-06-30 $202k 2.2k 89.94