WisdomTree Total Dividend Fund shares owned by HB Wealth Management
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $988k | 13k | 76.68 |
| 2024-06-30 | $913k | 13k | 70.83 |
| 2024-03-31 | $911k | 13k | 70.72 |
| 2023-12-31 | $842k | 13k | 65.38 |
| 2023-09-30 | $840k | 14k | 60.17 |
| 2023-06-30 | $866k | 14k | 62.09 |
| 2023-03-31 | $845k | 14k | 60.59 |
| 2022-12-31 | $846k | 14k | 60.65 |
| 2022-09-30 | $757k | 14k | 54.26 |
| 2022-06-30 | $820k | 14k | 57.94 |
| 2022-03-31 | $901k | 14k | 64.58 |
| 2021-12-31 | $903k | 14k | 64.72 |
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