WisdomTree Total Dividend Fund shares owned by Spire Wealth Management
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in WisdomTree Total Dividend Fund
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All positions including WisdomTree Total Dividend Fund held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $945k | 12k | 76.68 |
2024-06-30 | $843k | 12k | 70.83 |
2024-03-31 | $840k | 12k | 70.72 |
2023-12-31 | $776k | 12k | 65.40 |
2023-09-30 | $718k | 12k | 60.17 |
2023-06-30 | $747k | 12k | 62.09 |
2023-03-31 | $727k | 12k | 60.59 |
2022-12-31 | $631k | 10k | 60.61 |
2022-09-30 | $563k | 10k | 54.23 |
2022-06-30 | $770k | 13k | 57.87 |
2022-03-31 | $857k | 13k | 64.55 |
2021-12-31 | $859k | 13k | 64.77 |
2021-09-30 | $901k | 7.7k | 117.49 |
2021-06-30 | $905k | 7.6k | 118.55 |
2021-03-31 | $862k | 7.6k | 113.06 |
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