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WisdomTree Total Dividend Fund shares owned by LRI Investments

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

Historical chart of LRI Investments investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by LRI Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 2.3k 86.35
2025-12-31 $204k 2.4k 84.89
2025-09-30 $202k 2.4k 83.99
2025-06-30 $194k 2.4k 79.53
2025-03-31 $189k 2.5k 76.94
2024-12-31 $22k 290 75.92
2024-09-30 $23k 290 78.58
2024-06-30 $21k 289 70.82
2024-03-31 $22k 313 70.72

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Core Equity 1 Etf Etf (DCOR)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Wisdomtree International Equity Fund Etf (DWM)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Meta Platforms Inc Cl A Stock (META)
Dimensional International Value Etf Etf (DFIV)
Microsoft Corp Stock (MSFT)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Apple Stock (AAPL)
Trane Technologies Stock (TT)

View all positions for LRI Investments

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Morgan Stanley
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
Sanctuary Advisors
Atria Investments
Cetera Investment Advisers
Ameriprise Financial

View all funds holding WisdomTree Total Dividend Fund