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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 17k 84.00
2025-06-30 $1.2M 16k 79.52
2025-03-31 $1.2M 16k 76.95
2024-12-31 $1.3M 17k 75.86
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

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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