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WisdomTree Total Dividend Fund shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $391k 4.5k 86.36

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Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
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Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Mission Wealth Management

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