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WisdomTree Total Dividend Fund shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 63k 76.68
2024-06-30 $2.4M 34k 70.83
2024-03-31 $1.6M 22k 70.72

More positions owned by Foundations Investment Advisors

Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Two Rds Shared Tr Anfield Us Equ (AESR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Foundations Investment Advisors

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