WisdomTree Total Dividend Fund shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $415k | 4.9k | 84.00 |
| 2025-06-30 | $392k | 4.9k | 79.52 |
| 2025-03-31 | $380k | 4.9k | 76.95 |
| 2024-12-31 | $374k | 4.9k | 75.86 |
| 2024-09-30 | $378k | 4.9k | 76.68 |
| 2024-06-30 | $350k | 4.9k | 70.83 |
| 2024-03-31 | $448k | 6.3k | 70.72 |
| 2023-12-31 | $414k | 6.3k | 65.38 |
| 2023-09-30 | $463k | 7.7k | 60.17 |
| 2023-06-30 | $477k | 7.7k | 62.09 |
| 2023-03-31 | $466k | 7.7k | 60.59 |
| 2022-12-31 | $466k | 7.7k | 60.65 |
| 2022-09-30 | $417k | 7.7k | 54.25 |
| 2022-06-30 | $445k | 7.7k | 57.90 |
| 2022-03-31 | $496k | 7.7k | 64.53 |
| 2021-12-31 | $498k | 7.7k | 64.79 |
| 2021-09-30 | $451k | 3.8k | 117.36 |
| 2021-06-30 | $455k | 3.8k | 118.40 |
| 2021-03-31 | $440k | 3.9k | 112.97 |
| 2020-12-31 | $408k | 3.9k | 104.75 |
| 2020-09-30 | $375k | 4.0k | 94.03 |
| 2020-06-30 | $359k | 4.0k | 90.02 |
| 2020-03-31 | $312k | 4.0k | 78.23 |
| 2019-12-31 | $484k | 4.6k | 105.49 |
| 2019-09-30 | $455k | 4.6k | 99.17 |
| 2019-06-30 | $479k | 4.9k | 97.22 |
| 2019-03-31 | $466k | 4.9k | 94.58 |
| 2018-12-31 | $417k | 4.9k | 84.64 |
| 2018-09-30 | $473k | 4.9k | 96.00 |
| 2018-06-30 | $503k | 5.5k | 91.17 |
| 2018-03-31 | $522k | 5.9k | 89.05 |
| 2017-12-31 | $545k | 5.9k | 92.97 |
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