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WisdomTree Total Dividend Fund shares owned by Harbour Investments

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

Historical chart of Harbour Investments investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Harbour Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $459k 4.9k 93.24
2026-03-31 $230k 2.7k 86.36
2021-09-30 $117k 994 117.71
2021-06-30 $117k 989 118.30
2021-03-31 $119k 1.1k 113.33

More positions owned by Harbour Investments

Vanguard S&p 500 Etf Etf (VOO)
Invesco Qqq Trust Series I Etf (QQQ)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Apple Stock (AAPL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
First Trust Smith Unconstrained Bond Etf Etf (UCON)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ft Vest Laddered Buffer Etf Etf (BUFR)
State Street Spdr S&p 500 Etf Etf (SPY)
Capital Group Core Plus Income Etf Etf (CGCP)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
Ishares S&p 500 Growth Etf Etf (IVW)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Vanguard Morningstar Growth Etf Etf (VUG)

View all positions for Harbour Investments

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
626 Financial
Raymond James Financial
Connecticut Wealth Management
Pinnacle Financial Group, LLC / IL
Kestra Advisory Services
Retirement Planning Group
HighTower Advisors
Cetera Investment Advisers
Savvy Advisors
Ameriprise Financial
Foundations Investment Advisors

View all funds holding WisdomTree Total Dividend Fund