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
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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 |
|---|---|---|---|
| 2025-09-30 | $358k | 4.3k | 84.00 |
| 2025-06-30 | $339k | 4.3k | 79.51 |
| 2025-03-31 | $333k | 4.3k | 76.95 |
| 2024-12-31 | $23M | 292k | 77.90 |
| 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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