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WisdomTree Total Dividend Fund shares owned by Obsidian Personal Planning Solutions

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Obsidian Personal Planning Solutions from 13F filings

Historical chart of Obsidian Personal Planning Solutions investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Obsidian Personal Planning Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Obsidian Personal Planning Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $308k 4.7k 65.38
2023-09-30 $302k 5.0k 60.17
2023-06-30 $311k 5.0k 62.09
2023-03-31 $304k 5.0k 60.59
2022-12-31 $398k 6.6k 60.69
2022-09-30 $392k 7.2k 54.20
2022-06-30 $428k 7.4k 57.90

More positions owned by Obsidian Personal Planning Solutions

Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Apple (AAPL)
Spdr Ser Tr Aerospace Def (XAR)
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)

View all positions for Obsidian Personal Planning Solutions

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
HighTower Advisors
Vertex Planning Partners
Raymond James Financial Services Advisors
Melone Private Wealth
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Ffg Retirement Advisors
Mariner Wealth Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding WisdomTree Total Dividend Fund