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WisdomTree Total Dividend Fund shares owned by O'shaughnessy Asset Management

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by O'shaughnessy Asset Management from 13F filings

Historical chart of O'shaughnessy Asset Management investment in WisdomTree Total Dividend Fund

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All positions including WisdomTree Total Dividend Fund held by O'shaughnessy Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by O'shaughnessy Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.2k 140 65.38
2023-09-30 $8.4k 140 60.17
2023-06-30 $8.7k 140 62.09
2023-03-31 $8.5k 140 60.59
2022-12-31 $8.5k 140 60.65
2022-09-30 $15k 282 53.19
2022-06-30 $16k 282 56.74

More positions owned by O'shaughnessy Asset Management

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NVIDIA Corporation (NVDA)
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Ishares Tr Core Us Aggbd Et (AGG)
Altria (MO)
Comcast Corp Cl A (CMCSA)
Ishares Tr Short Treas Bd (SHV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Kla Corp Com New (KLAC)
American Intl Group Com New (AIG)

View all positions for O'shaughnessy Asset Management

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