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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
2025-09-30 $1.6M 19k 84.02
2025-06-30 $1.5M 19k 79.54
2025-03-31 $1.5M 20k 76.96
2024-12-31 $1.5M 20k 75.86
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 1000 Growth Et Etf (IWF)
Ishares Russell Mid Cap Etf Etf (IWR)
Microsoft Corporation (MSFT)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Total Stock Market Et Etf (VTI)
Apple (AAPL)
Ishares Russell 2000 Value Etf Etf (IWN)
Vanguard High Dividend Yield E Etf (VYM)
Ishares S&p 500 Growth Etf Etf (IVW)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Ishares Ibonds Dec 2027 Term C Etf (IBDS)
Ishares S&p Small Cap 600 Etf Etf (IJS)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Spdr S&p 500 Etf Etf (SPY)

View all positions for Sonata Capital

Top funds holding WisdomTree Total Dividend Fund

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Cetera Investment Advisers
Ameriprise Financial
Melone Private Wealth
Cornerstone Planning Group
Advisor Group Holdings

View all funds holding WisdomTree Total Dividend Fund