Schrum Private Wealth Management »

WisdomTree Total Dividend Fund shares owned by Schrum Private Wealth Management

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

Historical chart of Schrum Private Wealth 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 Schrum Private Wealth 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 Schrum Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $307k 4.0k 76.68

More positions owned by Schrum Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange Traded Tech Alphadex (FXL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Accenture Plc Ireland Shs Class A (ACN)
American Water Works (AWK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Abbvie (ABBV)
First Tr Exchange Traded Indls Prod Dur (FXR)
First Tr Exchange Traded Hlth Care Alph (FXH)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Finls Alphadex (FXO)

View all positions for Schrum Private Wealth Management

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
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
Ameriprise Financial
Melone Private Wealth
Bank of New York Mellon
Kestra Advisory Services
Vertex Planning Partners
UBS Group

View all funds holding WisdomTree Total Dividend Fund