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WisdomTree Total Dividend Fund shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial 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 Sequoia Financial 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $380k 5.0k 76.67
2024-06-30 $331k 4.7k 70.83
2024-03-31 $330k 4.7k 70.72
2023-12-31 $304k 4.7k 65.38
2023-06-30 $231k 3.7k 62.08
2023-03-31 $225k 3.7k 60.59
2022-12-31 $224k 3.7k 60.65

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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