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
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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 |
|---|---|---|---|
| 2025-06-30 | $717k | 8.9k | 81.02 |
| 2025-03-31 | $747k | 9.7k | 76.95 |
| 2024-12-31 | $750k | 9.8k | 76.89 |
| 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 |
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