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
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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 |
|---|---|---|---|
| 2025-09-30 | $302k | 3.6k | 84.22 |
| 2025-06-30 | $292k | 3.6k | 80.48 |
| 2025-03-31 | $532k | 7.6k | 70.19 |
| 2024-12-31 | $300k | 3.9k | 76.03 |
| 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 |
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