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WisdomTree Total Dividend Fund shares owned by SWAN Capital

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

Historical chart of SWAN Capital investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by SWAN Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 203 84.00
2025-06-30 $16k 203 79.52
2025-03-31 $16k 203 76.95

More positions owned by SWAN Capital

Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Inf Tech Etf (VGT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Pfd And Incm Sec (PFF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Utilities Etf (VPU)
Vanguard World Energy Etf (VDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for SWAN Capital

Top funds holding WisdomTree Total Dividend Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
Pinnacle Financial Group, LLC / IL
Raymond James Financial
Retirement Planning Group
HighTower Advisors
Kestra Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Melone Private Wealth
Cornerstone Planning Group
Advisor Group Holdings

View all funds holding WisdomTree Total Dividend Fund