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WisdomTree Total Dividend Fund shares owned by Kmg Fiduciary Partners

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Kmg Fiduciary Partners from 13F filings

Historical chart of Kmg Fiduciary Partners investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Kmg Fiduciary Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $889k 11k 84.00
2025-06-30 $858k 11k 79.52
2025-03-31 $788k 10k 76.95
2024-12-31 $772k 10k 75.86
2024-09-30 $646k 8.4k 76.68

More positions owned by Kmg Fiduciary Partners

NVIDIA Corporation (NVDA)
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Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust Portfolio S&p500 (SPLG)
Meta Platforms Cl A (META)
Goldman Sachs (GS)
Eli Lilly & Co. (LLY)
Oracle Corporation (ORCL)
Ishares Tr Core Msci Eafe (IEFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Abbvie (ABBV)

View all positions for Kmg Fiduciary Partners

Top funds holding WisdomTree Total Dividend Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
Pinnacle Financial Group, LLC / IL
Raymond James Financial
Retirement Planning Group
HighTower Advisors
Kestra Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Melone Private Wealth
Cornerstone Planning Group
Advisor Group Holdings

View all funds holding WisdomTree Total Dividend Fund