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WisdomTree Total Dividend Fund shares owned by Goss Wealth Management

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

Historical chart of Goss 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 Goss 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $586k 8.3k 70.83
2024-03-31 $564k 8.0k 70.72
2023-09-30 $1.3M 22k 60.17
2023-06-30 $1.5M 24k 62.09
2023-03-31 $14k 238 60.59
2022-12-31 $13 238 0.06
2019-12-31 $263k 2.5k 105.37
2017-06-30 $12k 145 84.71

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

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