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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
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

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core High Dv Etf (HDV)
Procter & Gamble Company (PG)
Vanguard Whitehall Fds High Div Yld (VYM)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
HighTower Advisors
Vertex Planning Partners
Raymond James Financial Services Advisors
Melone Private Wealth
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Ffg Retirement Advisors
Mariner Wealth Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding WisdomTree Total Dividend Fund