WisdomTree Total Dividend Fund shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 17k | 76.68 |
| 2024-06-30 | $1.2M | 17k | 70.83 |
| 2024-03-31 | $1.2M | 16k | 70.72 |
| 2023-12-31 | $1.1M | 17k | 65.38 |
| 2023-09-30 | $1.6M | 26k | 60.17 |
| 2023-06-30 | $1.6M | 26k | 62.09 |
| 2023-03-31 | $1.6M | 26k | 60.59 |
| 2022-12-31 | $1.6M | 27k | 60.65 |
| 2022-09-30 | $1.4M | 27k | 54.27 |
| 2022-06-30 | $1.5M | 26k | 57.90 |
| 2022-03-31 | $1.1M | 17k | 64.53 |
| 2021-12-31 | $1.1M | 17k | 64.77 |
| 2021-09-30 | $970k | 8.3k | 117.42 |
| 2021-06-30 | $979k | 8.3k | 118.51 |
| 2021-03-31 | $934k | 8.3k | 113.06 |
| 2020-12-31 | $869k | 8.3k | 104.90 |
| 2020-09-30 | $838k | 8.9k | 94.03 |
| 2020-06-30 | $800k | 8.9k | 90.06 |
| 2020-03-31 | $849k | 11k | 74.95 |
| 2019-12-31 | $1.2M | 12k | 105.87 |
| 2019-09-30 | $1.2M | 12k | 99.11 |
| 2019-06-30 | $1.1M | 12k | 97.17 |
| 2019-03-31 | $1.1M | 12k | 94.63 |
| 2018-12-31 | $419k | 4.9k | 84.66 |
| 2018-09-30 | $484k | 5.0k | 95.96 |
| 2018-06-30 | $473k | 5.2k | 91.10 |
| 2018-03-31 | $453k | 5.2k | 87.28 |
| 2017-12-31 | $482k | 5.2k | 92.96 |
| 2017-09-30 | $470k | 5.2k | 90.61 |
More positions owned by Captrust Financial Advisors
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