Milestone Group »

WisdomTree Total Dividend Fund shares owned by Milestone Group

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

Historical chart of Milestone 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 Milestone Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Total Dividend Fund by Milestone Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $30k 428 70.83
2024-03-31 $30k 428 70.72
2023-12-31 $28k 428 65.38
2023-09-30 $26k 428 60.17
2023-06-30 $27k 428 62.09
2023-03-31 $26k 428 60.59
2022-12-31 $26k 428 60.65
2022-09-30 $23k 428 53.74
2022-06-30 $152k 2.6k 58.02
2020-03-31 $238k 3.0k 78.34
2019-12-31 $321k 3.0k 105.66
2018-09-30 $218k 2.3k 95.95
2018-06-30 $207k 2.3k 91.11
2018-03-31 $203k 2.3k 89.35
2017-12-31 $253k 2.7k 92.81
2017-09-30 $239k 2.7k 87.67
2017-06-30 $232k 2.7k 85.11
2017-03-31 $279k 3.3k 83.96
2016-12-31 $270k 3.3k 81.25
2016-09-30 $260k 3.3k 78.24
2016-06-30 $255k 3.3k 76.74