WisdomTree Total Dividend Fund shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $25k | 350 | 70.72 |
| 2023-12-31 | $23k | 350 | 65.38 |
| 2023-09-30 | $21k | 350 | 60.17 |
| 2023-06-30 | $23k | 376 | 62.09 |
| 2023-03-31 | $23k | 376 | 60.59 |
| 2022-12-31 | $36k | 596 | 60.65 |
| 2022-09-30 | $32k | 596 | 53.69 |
| 2022-06-30 | $35k | 596 | 58.72 |
| 2022-03-31 | $38k | 596 | 63.76 |
| 2021-12-31 | $39k | 596 | 65.44 |
| 2021-09-30 | $35k | 298 | 117.45 |
| 2021-06-30 | $36k | 298 | 120.81 |
| 2021-03-31 | $51k | 450 | 113.33 |
| 2020-12-31 | $48k | 450 | 106.67 |
| 2020-09-30 | $35k | 372 | 94.09 |
| 2020-06-30 | $34k | 372 | 91.40 |
| 2020-03-31 | $30k | 372 | 80.65 |
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