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WisdomTree Total Dividend Fund shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $281k 3.7k 76.26
2024-06-30 $295k 4.0k 73.26
2024-03-31 $332k 4.8k 69.88
2023-12-31 $876k 13k 66.23
2023-09-30 $504k 8.2k 61.76
2023-06-30 $3.6M 58k 62.07
2023-03-31 $4.7M 76k 61.32
2022-12-31 $4.7M 78k 60.65

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)

View all positions for Rooted Wealth Advisors

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