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WisdomTree Total Dividend Fund shares owned by Element Wealth

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Element Wealth from 13F filings

Historical chart of Element Wealth investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Element Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $328k 3.9k 84.00
2025-06-30 $243k 3.1k 79.52
2025-03-31 $226k 2.9k 76.95
2024-12-31 $208k 2.7k 75.86
2024-09-30 $165k 2.2k 76.68
2024-06-30 $153k 2.2k 70.83
2024-03-31 $98k 1.4k 70.72
2023-12-31 $30k 457 65.38

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr TRS FLT RT BD (TFLO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core Us Aggbd Et (AGG)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Pimco Access Income Fund Shs Benfin Int (PAXS)

View all positions for Element Wealth

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