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WisdomTree Total Dividend Fund shares owned by Summit Financial

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $289k 3.4k 84.88

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View all positions for Summit Financial

Top funds holding WisdomTree Total Dividend Fund

LPL Financial
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Pinnacle Financial Group, LLC / IL
Retirement Planning Group
Kestra Advisory Services
HighTower Advisors
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Ameriprise Financial
Advisor Group Holdings
Foundations Investment Advisors
Cambridge Investment Research Advisors
Vertex Planning Partners

View all funds holding WisdomTree Total Dividend Fund