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WisdomTree Total Dividend Fund shares owned by Midwest Trust

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

Historical chart of Midwest Trust investment in WisdomTree Total Dividend Fund

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Midwest Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $347k 4.1k 84.00
2025-06-30 $329k 4.1k 79.52

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Vanguard Index Fds Eetf (VO)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Fetf (GVI)
Abbvie (ABBV)
Facebook Inc cl a (META)
Berkshire Hathaway (BRK.B)
Dimensional Etf Trust Eetf (DFAS)
Vanguard Tax-managed Fds Ietf (VEA)
Wal-Mart Stores (WMT)

View all positions for Midwest Trust

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