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WisdomTree Total Dividend Fund shares owned by Team Financial Group

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

Historical chart of Team Financial Group investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Team Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $379k 4.5k 84.00
2025-06-30 $380k 4.8k 79.51
2025-03-31 $412k 5.3k 76.96
2024-12-31 $537k 7.1k 75.87
2024-09-30 $545k 7.1k 76.68
2024-06-30 $523k 7.4k 70.83
2024-03-31 $520k 7.4k 70.72
2023-12-31 $508k 7.8k 65.38
2023-09-30 $484k 8.0k 60.17

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Pgim Total Return Bond Etf Etf (PTRB)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Avantis U.s. Mid Cap Value Etf Etf (AVMV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Wisdomtree Enhanced Commodity Stgy Etf (GCC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)

View all positions for Team Financial Group

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