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 csvQuarterly 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 |
More positions owned by Independent Advisor Alliance
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