RMR Capital Management »

WisdomTree Total Dividend Fund shares owned by RMR Capital Management

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by RMR Capital Management from 13F filings

Historical chart of RMR Capital Management investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Total Dividend Fund by RMR Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $732k 9.5k 76.69
2024-03-31 $674k 9.5k 70.72
2023-12-31 $623k 9.5k 65.39

More positions owned by RMR Capital Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Tesla Motors Put Option (TSLA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Sixth Street Specialty Lending (TSLX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Meta Financial (CASH)
Wal-Mart Stores (WMT)
St. Joe Company (JOE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for RMR Capital Management

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