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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
2024-12-31 $772k 10k 75.86
2024-09-30 $646k 8.4k 76.68

More positions owned by Kmg Fiduciary Partners

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

View all positions for Kmg Fiduciary Partners

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
Connecticut Wealth Management
626 Financial
Essential Planning
Pinnacle Financial Group, LLC / IL
HighTower Advisors
Raymond James Financial
Bank of New York Mellon
Raymond James Financial Services Advisors
Ameriprise Financial
Susquehanna International

View all funds holding WisdomTree Total Dividend Fund