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WisdomTree Total Dividend Fund shares owned by DSG Capital Advisors

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by DSG Capital Advisors from 13F filings

Historical chart of DSG Capital 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 DSG Capital 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 DSG Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $801k 10k 79.52
2025-03-31 $775k 10k 76.95
2024-12-31 $764k 10k 75.86

More positions owned by DSG Capital Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs (GS)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Target Corporation (TGT)
Meta Platforms Cl A (META)
Visa Com Cl A (V)

View all positions for DSG Capital Advisors

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