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WisdomTree Total Dividend Fund shares owned by Envestnet Asset Management

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

Historical chart of Envestnet 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 Envestnet 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 Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 57k 76.68
2024-06-30 $4.1M 58k 70.83
2024-03-31 $4.3M 60k 70.72
2023-09-30 $3.6M 61k 60.17
2023-06-30 $3.8M 61k 62.09
2023-03-31 $3.3M 54k 60.59
2022-12-31 $3.3M 54k 60.65
2022-09-30 $2.4M 44k 54.26
2022-06-30 $1.0M 18k 57.90
2022-03-31 $967k 15k 64.55
2021-12-31 $733k 11k 64.74
2021-09-30 $647k 5.5k 117.51
2021-06-30 $454k 3.8k 118.60
2021-03-31 $395k 3.5k 112.89
2020-12-31 $1.8M 17k 104.86
2020-09-30 $1.8M 19k 93.95
2020-06-30 $1.7M 19k 90.13
2020-03-31 $4.2M 54k 78.32
2019-12-31 $3.6M 34k 105.57
2019-09-30 $341k 3.4k 99.21
2019-06-30 $217k 2.2k 97.00
2018-12-31 $232k 2.7k 84.52
2016-06-30 $85k 1.1k 76.71
2016-03-31 $79k 1.1k 73.97
2015-03-31 $261k 3.5k 74.38
2014-12-31 $30k 403 74.44
2014-09-30 $29k 401 72.32
2014-06-30 $30k 426 70.42
2014-03-31 $17k 252 67.46
2013-12-31 $25k 367 68.12
2013-09-30 $42k 675 62.22
2013-06-30 $299k 5.0k 60.39

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
626 Financial
Pinnacle Financial Group, LLC / IL
Connecticut Wealth Management
HighTower Advisors
Raymond James Financial Services Advisors
Melone Private Wealth
Bank of New York Mellon
Kestra Advisory Services
Vertex Planning Partners
Royal Bank of Canada

View all funds holding WisdomTree Total Dividend Fund