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WisdomTree Total Dividend Fund shares owned by Fairman Group

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

Historical chart of Fairman Group investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Fairman Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $37k 484 76.68
2024-06-30 $34k 484 70.83
2024-03-31 $34k 484 70.72
2023-12-31 $32k 484 65.38

More positions owned by Fairman Group

Accenture Plc Ireland Shs Class A (ACN)
Ishares Tr Core S&p500 Etf (IVV)
Essent (ESNT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Veeva Sys Cl A Com (VEEV)
Accolade (ACCD)
W.R. Berkley Corporation (WRB)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Eafe Etf (EFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for Fairman Group

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