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
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All positions including WisdomTree Total Dividend Fund held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree Total Dividend Fund by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 4.7k | 84.01 |
| 2025-06-30 | $376k | 4.7k | 79.52 |
| 2025-03-31 | $363k | 4.7k | 76.95 |
| 2024-12-31 | $377k | 5.0k | 75.86 |
| 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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