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WisdomTree Total Dividend Fund shares owned by Private Advisor

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

Historical chart of Private Advisor investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 16k 76.68
2024-06-30 $1.2M 16k 70.83
2024-03-31 $1.2M 17k 70.72
2023-12-31 $1.4M 21k 65.38
2023-09-30 $1.3M 22k 60.17
2023-06-30 $1.3M 21k 62.62
2023-03-31 $1.0M 17k 60.59
2022-12-31 $210k 20k 10.75
2022-09-30 $1.1M 21k 54.25
2022-06-30 $1.3M 23k 57.92
2022-03-31 $1.6M 24k 64.56
2021-12-31 $1.1M 18k 64.74
2021-09-30 $1.1M 9.2k 117.37
2021-06-30 $1.1M 9.0k 118.54
2021-03-31 $802k 7.1k 113.01
2020-12-31 $1.0M 9.9k 104.84
2020-09-30 $1.0M 11k 93.96
2020-06-30 $855k 9.5k 90.14
2020-03-31 $829k 11k 78.35
2019-12-31 $1.1M 10k 105.59
2019-09-30 $913k 9.2k 99.09
2019-06-30 $804k 8.3k 97.22
2019-03-31 $630k 6.7k 94.69
2018-12-31 $569k 6.7k 84.58
2018-09-30 $374k 3.9k 96.14
2018-03-31 $321k 3.6k 89.07
2017-09-30 $342k 3.9k 88.56
2017-06-30 $295k 3.5k 84.58
2017-03-31 $256k 3.1k 83.77
2016-12-31 $263k 3.2k 81.68
2016-09-30 $249k 3.2k 77.33
2016-06-30 $247k 3.2k 76.71
2016-03-31 $239k 3.2k 74.22
2015-12-31 $205k 2.9k 71.73
2015-09-30 $264k 3.9k 67.94
2015-06-30 $358k 4.9k 73.21
2014-09-30 $55k 776 70.88

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
626 Financial
Pinnacle Financial Group, LLC / IL
Connecticut Wealth Management
HighTower Advisors
Raymond James Financial Services Advisors
Melone Private Wealth
Bank of New York Mellon
Kestra Advisory Services
Vertex Planning Partners
Royal Bank of Canada

View all funds holding WisdomTree Total Dividend Fund