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WisdomTree Total Dividend Fund shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $248k 3.5k 70.83
2024-03-31 $248k 3.5k 70.72
2023-09-30 $211k 3.5k 60.17
2023-06-30 $224k 3.5k 64.11
2023-03-31 $215k 3.5k 61.39
2022-12-31 $221k 3.5k 63.18

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Microstrategy Cl A New (MSTR)
Procter & Gamble Company (PG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)

View all positions for Kapstone Financial Advisors

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
626 Financial
Pinnacle Financial Group, LLC / IL
Connecticut Wealth Management
HighTower Advisors
Raymond James Financial Services Advisors
Melone Private Wealth
Kestra Advisory Services
Vertex Planning Partners
Citadel Advisors
Royal Bank of Canada

View all funds holding WisdomTree Total Dividend Fund