WisdomTree Total Dividend Fund shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in WisdomTree Total Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree Total Dividend Fund held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in WisdomTree Total Dividend Fund by Integrated Wealth Concepts
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $382k | 5.4k | 70.83 |
2024-03-31 | $388k | 5.5k | 70.72 |
2023-09-30 | $377k | 6.3k | 60.17 |
2023-06-30 | $394k | 6.3k | 62.09 |
2023-03-31 | $339k | 5.6k | 60.60 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts
Top funds holding WisdomTree Total Dividend Fund
View all funds holding WisdomTree Total Dividend Fund