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Integrated Wealth Concepts »

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$441k	5.8k	76.67
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

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Nvidia Corp Common Stock (NVDA)

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Etf Ser MF Closed and MF Open (DRSK)

SPDR S&P MF Closed and MF Open (SPY)

Blackrock U S MF Closed and MF Open (DYNF)

Invesco Qqq MF Closed and MF Open (QQQ)

Goldman Sachs MF Closed and MF Open (GSEW)

Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding WisdomTree Total Dividend Fund

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Pinnacle Financial Group, LLC / IL

Connecticut Wealth Management

HighTower Advisors

Raymond James Financial Services Advisors

Melone Private Wealth

Bank of New York Mellon

Kestra Advisory Services

Vertex Planning Partners

Royal Bank of Canada

View all funds holding WisdomTree Total Dividend Fund

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