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WisdomTree Total Dividend Fund shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $13k 198 65.37
2023-09-30 $12k 197 60.02

More positions owned by SRS Capital Advisors

Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for SRS Capital Advisors

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