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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
2023-12-31 $32k 484 65.38

More positions owned by Fairman Group

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

View all positions for Fairman Group

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
HighTower Advisors
Vertex Planning Partners
Raymond James Financial Services Advisors
Melone Private Wealth
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Ffg Retirement Advisors
Mariner Wealth Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding WisdomTree Total Dividend Fund