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WisdomTree Total Dividend Fund shares owned by Sonata Capital

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Sonata Capital from 13F filings

Historical chart of Sonata Capital investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Sonata Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 20k 76.66
2024-06-30 $1.4M 20k 70.83
2024-03-31 $1.4M 20k 70.73
2023-12-31 $1.3M 19k 65.36
2023-09-30 $1.1M 19k 60.15
2023-06-30 $1.2M 19k 62.08
2023-03-31 $1.1M 19k 60.58
2022-12-31 $1.1M 19k 60.63
2022-09-30 $1.0M 19k 54.24
2022-06-30 $1.1M 19k 57.89
2022-03-31 $1.2M 19k 64.54
2021-12-31 $1.2M 19k 64.75
2021-09-30 $1.1M 9.3k 117.38
2021-06-30 $1.1M 9.3k 118.45
2021-03-31 $1.1M 9.3k 113.09
2020-12-31 $1.2M 11k 104.86
2020-09-30 $876k 9.3k 93.99
2020-06-30 $840k 9.3k 90.13
2020-03-31 $730k 9.3k 78.33
2019-12-31 $984k 9.3k 105.58
2019-09-30 $924k 9.3k 99.14
2019-06-30 $906k 9.3k 97.21
2019-03-31 $882k 9.3k 94.64
2018-12-31 $789k 9.3k 84.66
2018-09-30 $895k 9.3k 96.03
2018-06-30 $849k 9.3k 91.09
2018-03-31 $836k 9.4k 89.13
2017-12-31 $872k 9.4k 92.96
2017-09-30 $902k 10k 87.74
2017-06-30 $884k 10k 85.08
2017-03-31 $839k 10k 83.98
2016-12-31 $787k 9.7k 81.22
2016-09-30 $851k 11k 78.15
2016-06-30 $813k 11k 76.77
2016-03-31 $771k 10k 74.21
2015-12-31 $709k 9.9k 71.69
2015-09-30 $671k 9.9k 67.85
2015-06-30 $736k 10k 73.16
2015-03-31 $747k 10k 74.25
2014-12-31 $752k 10k 74.75

More positions owned by Sonata Capital

Ishares Russell Mid Cap Etf Etf (IWR)
Ishares Russell 1000 Growth Et Etf (IWF)
Microsoft Corporation (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Russell 2000 Value Etf Etf (IWN)
Apple (AAPL)
Vanguard Total Stock Market Et Etf (VTI)
Vanguard High Dividend Yield E Etf (VYM)
Amazon (AMZN)
Ishares S&p 500 Growth Etf Etf (IVW)
Berkshire Hathaway (BRK.B)
Ishares Ibonds Dec 2024 Trm Et Etf (IBDP)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Small Cap 600 Etf Etf (IJS)
Spdr S&p Midcap 400 Etf Iv Etf (MDY)

View all positions for Sonata Capital

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