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WisdomTree Total Dividend Fund shares owned by My Legacy Advisors

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by My Legacy Advisors from 13F filings

Historical chart of My Legacy Advisors investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $803k 11k 76.68
2024-06-30 $2.0M 28k 70.83
2024-03-31 $2.2M 31k 70.72
2023-12-31 $2.2M 34k 65.24
2023-09-30 $2.1M 36k 59.79
2023-06-30 $2.2M 35k 62.78
2023-03-31 $2.0M 33k 60.94
2022-12-31 $1.8M 29k 62.83
2022-09-30 $1.9M 34k 55.57
2022-06-30 $1.6M 27k 58.31
2022-03-31 $585k 9.1k 64.60