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WisdomTree Total Dividend Fund shares owned by Key FInancial

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Key FInancial from 13F filings

Historical chart of Key FInancial investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Key FInancial

Quarter filed Position value Share count Share price at filing
2024-09-30 $498k 6.5k 76.68
2024-06-30 $398k 5.6k 70.83
2024-03-31 $342k 5.2k 65.39
2023-12-31 $342k 5.2k 65.39
2023-09-30 $313k 5.2k 60.17
2023-06-30 $332k 5.4k 62.09
2023-03-31 $323k 5.3k 60.59
2022-12-31 $192k 3.5k 54.25
2022-09-30 $191k 3.5k 54.12
2022-06-30 $205k 3.5k 58.49
2022-03-31 $224k 3.5k 64.50
2021-12-31 $225k 3.5k 64.88
2021-09-30 $202k 1.7k 117.17
2021-06-30 $207k 1.7k 120.49
2021-03-31 $209k 1.8k 113.22
2020-12-31 $193k 1.8k 105.01
2020-03-31 $144k 1.8k 80.04