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WisdomTree Total Dividend Fund shares owned by Merit Financial Group

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 37k 84.00
2025-06-30 $3.0M 38k 79.52
2025-03-31 $2.7M 35k 76.95
2024-12-31 $2.6M 35k 75.86
2024-09-30 $2.7M 35k 76.68
2024-03-31 $3.1M 46k 68.50

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

Top funds holding WisdomTree Total Dividend Fund

Morgan Stanley
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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