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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
2024-03-31 $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)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
HighTower Advisors
Vertex Planning Partners
Raymond James Financial Services Advisors
Melone Private Wealth
Kestra Advisory Services
UBS Group
Ffg Retirement Advisors
Jpmorgan Chase & Co
Mariner Wealth Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding WisdomTree Total Dividend Fund