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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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Milestone Group

Quarter filed Position value Share count Share price at filing
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