Independent Advisor Alliance »

WisdomTree Total Dividend Fund shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Total Dividend Fund by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 12k 86.36
2024-12-31 $4.4M 58k 75.86
2019-12-31 $6.7M 64k 105.55
2019-09-30 $4.6M 45k 102.36
2019-06-30 $4.1k 45k 0.09
2019-03-31 $5.6M 59k 94.62
2018-12-31 $1.1M 13k 91.39
2018-09-30 $1.0k 11k 0.09
2018-06-30 $1.0k 11k 0.09
2017-03-31 $3.7M 44k 83.65