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WisdomTree Total Dividend Fund shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $278k 4.3k 65.38
2023-09-30 $256k 4.3k 60.17
2023-06-30 $264k 4.3k 62.09
2023-03-31 $258k 4.3k 60.59
2022-12-31 $258k 4.3k 60.65
2022-09-30 $211k 3.9k 54.10
2022-06-30 $310k 5.3k 58.49
2022-03-31 $342k 5.3k 64.53
2021-12-31 $333k 5.2k 64.66
2021-09-30 $305k 2.6k 118.45
2021-06-30 $308k 2.6k 119.61
2021-03-31 $271k 2.3k 116.56
2020-12-31 $243k 2.2k 113.02
2020-09-30 $189k 2.1k 92.20
2020-06-30 $179k 2.1k 87.32
2020-03-31 $158k 2.1k 77.07
2019-12-31 $216k 2.1k 105.37
2019-09-30 $202k 2.1k 98.54
2019-06-30 $199k 2.1k 97.07
2019-03-31 $193k 2.1k 94.15
2018-12-31 $171k 2.1k 83.41
2018-09-30 $196k 2.1k 95.61
2018-06-30 $186k 2.1k 90.73
2018-03-31 $182k 2.1k 88.78
2017-12-31 $190k 2.1k 92.68
2017-09-30 $179k 2.1k 87.32
2017-06-30 $174k 2.1k 84.88
2017-03-31 $172k 2.1k 83.90
2016-12-31 $166k 2.1k 80.98
2016-09-30 $160k 2.1k 78.05
2016-06-30 $126k 1.7k 76.36
2016-03-31 $123k 1.7k 74.55

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Intermed Term (BIV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Geneos Wealth Management

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