GenTrust »

WisdomTree Total Dividend Fund shares owned by GenTrust

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

Historical chart of GenTrust investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Total Dividend Fund by GenTrust

Quarter filed Position value Share count Share price at filing
2025-12-31 $282k 3.3k 84.88

More positions owned by GenTrust

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Euro (IEUR)

View all positions for GenTrust

Top funds holding WisdomTree Total Dividend Fund

LPL Financial
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
Raymond James Financial
Pinnacle Financial Group, LLC / IL
Retirement Planning Group
Kestra Advisory Services
HighTower Advisors
Cetera Investment Advisers
Ameriprise Financial
Advisor Group Holdings
Foundations Investment Advisors
Cambridge Investment Research Advisors
Vertex Planning Partners

View all funds holding WisdomTree Total Dividend Fund