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WisdomTree Total Dividend Fund shares owned by Essential Planning

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

Historical chart of Essential Planning investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $344k 4.5k 76.69
2024-06-30 $333k 4.7k 70.83
2024-03-31 $336k 5.1k 65.38
2023-09-30 $325k 5.4k 60.17
2023-06-30 $356k 5.7k 62.09
2023-03-31 $389k 6.4k 60.59
2022-12-31 $580k 11k 54.74

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Pimco Etf Tr Active Bd Etf (BOND)
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View all positions for Essential Planning

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
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
Ameriprise Financial
Melone Private Wealth
Bank of New York Mellon
Kestra Advisory Services
Vertex Planning Partners
UBS Group

View all funds holding WisdomTree Total Dividend Fund