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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
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 $1.1M 18k 64.74
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