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

View all positions for Sonata Capital

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
HighTower Advisors
Vertex Planning Partners
Raymond James Financial Services Advisors
Melone Private Wealth
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Ffg Retirement Advisors
Mariner Wealth Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding WisdomTree Total Dividend Fund