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WisdomTree Total Dividend Fund shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 48k 65.38
2023-09-30 $2.9M 48k 60.17
2023-06-30 $2.9M 47k 62.09
2023-03-31 $2.8M 47k 60.59
2022-12-31 $2.8M 47k 60.65
2022-09-30 $2.5M 47k 54.25
2022-06-30 $2.8M 48k 57.91
2022-03-31 $2.8M 44k 64.55
2021-12-31 $2.8M 43k 64.75
2021-09-30 $2.5M 21k 117.43
2021-03-31 $3.6M 32k 113.04
2020-09-30 $1.9M 20k 93.94
2020-06-30 $1.8M 20k 90.09
2020-03-31 $1.5M 19k 78.28
2019-12-31 $2.0M 19k 105.55
2019-09-30 $1.9M 19k 99.09
2019-06-30 $1.8M 19k 97.16
2019-03-31 $1.8M 19k 94.60
2018-12-31 $1.6M 19k 84.60
2018-09-30 $19k 200 95.00
2018-06-30 $18k 200 90.00
2018-03-31 $17k 200 85.00
2017-12-31 $18k 200 90.00
2017-09-30 $17k 200 85.00