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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
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)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr Ibonds 23 Trm Ts

View all positions for Essential Planning

Top funds holding WisdomTree Total Dividend Fund

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Ffg Retirement Advisors
Mariner Wealth Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding WisdomTree Total Dividend Fund