WisdomTree Total Dividend Fund shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $257k | 3.1k | 84.01 |
| 2025-06-30 | $234k | 2.9k | 79.53 |
| 2025-03-31 | $225k | 2.9k | 76.95 |
| 2024-12-31 | $207k | 2.7k | 75.88 |
| 2024-09-30 | $209k | 2.7k | 76.68 |
| 2023-06-30 | $214k | 3.4k | 62.08 |
| 2023-03-31 | $1.7M | 28k | 60.59 |
| 2022-12-31 | $1.9M | 32k | 60.65 |
| 2022-09-30 | $1.4M | 25k | 54.24 |
| 2022-06-30 | $1.5M | 25k | 57.91 |
| 2022-03-31 | $1.1M | 17k | 64.55 |
| 2021-12-31 | $1.0M | 16k | 64.71 |
| 2021-06-30 | $656k | 5.5k | 118.43 |
| 2021-03-31 | $527k | 4.7k | 113.04 |
| 2020-12-31 | $407k | 3.9k | 104.84 |
| 2020-09-30 | $296k | 3.1k | 94.03 |
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