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WisdomTree Total Dividend Fund shares owned by Livet Wealth

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

Historical chart of Livet Wealth investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Livet Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $220k 2.6k 86.37

More positions owned by Livet Wealth

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Spdr Series Trust State Street Spd (SLYG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Cloudflare Cl A Com (NET)
Spdr Series Trust State Street Spd (SLYV)

View all positions for Livet Wealth

Top funds holding WisdomTree Total Dividend Fund

LPL Financial
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
Raymond James Financial
Pinnacle Financial Group, LLC / IL
Retirement Planning Group
Kestra Advisory Services
HighTower Advisors
Cetera Investment Advisers
Ameriprise Financial
Advisor Group Holdings
Foundations Investment Advisors
Cambridge Investment Research Advisors
Vertex Planning Partners

View all funds holding WisdomTree Total Dividend Fund