Pathstone Holdings »

WisdomTree Total Dividend Fund shares owned by Pathstone Holdings

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 52k 84.00
2025-06-30 $4.2M 53k 79.52
2025-03-31 $4.1M 54k 76.95
2024-12-31 $4.4M 58k 75.86
2024-09-30 $4.5M 59k 76.68
2024-06-30 $4.2M 59k 70.83
2024-03-31 $3.9M 55k 70.72
2023-12-31 $3.6M 55k 65.38

More positions owned by Pathstone Holdings

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

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