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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in WisdomTree Total Dividend Fund by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
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