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WisdomTree Total Dividend Fund shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Dividend Fund by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $20k 300 66.45
2023-09-30 $18k 300 60.17
2023-06-30 $19k 300 62.09
2023-03-31 $18k 300 60.59
2022-12-31 $18k 300 60.65
2022-09-30 $16k 300 53.33
2022-06-30 $17k 300 56.67
2022-03-31 $19k 300 63.33
2021-12-31 $19k 300 63.33
2021-09-30 $18k 150 120.00
2021-06-30 $18k 150 120.00
2021-03-31 $17k 150 113.33
2020-12-31 $16k 150 106.67
2020-09-30 $14k 150 93.33
2020-06-30 $14k 150 93.33
2020-03-31 $12k 150 80.00
2019-12-31 $16k 150 106.67
2019-09-30 $15k 150 100.00
2019-06-30 $15k 150 100.00
2019-03-31 $14k 150 93.33
2018-12-31 $13k 150 86.67
2018-09-30 $14k 150 93.33
2018-06-30 $14k 150 93.33
2018-03-31 $13k 150 86.67
2017-12-31 $14k 150 93.33
2017-09-30 $13k 150 86.67
2017-06-30 $13k 150 86.67
2017-03-31 $13k 150 86.67
2016-12-31 $12k 150 80.00
2016-09-30 $12k 150 80.00
2016-06-30 $12k 150 80.00
2016-03-31 $11k 150 73.33
2015-12-31 $11k 150 73.33
2015-09-30 $10k 150 66.67
2015-06-30 $11k 150 73.33

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Mbs Etf (MBB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Nuveen Muni Value Fund (NUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Tortoise Investment Management

Top funds holding WisdomTree Total Dividend Fund

Bank of America Corporation
Wells Fargo & Company
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Connecticut Wealth Management
HighTower Advisors
Vertex Planning Partners
Raymond James Financial Services Advisors
Melone Private Wealth
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Ffg Retirement Advisors
Mariner Wealth Advisors
Royal Bank of Canada
Cambridge Investment Research Advisors

View all funds holding WisdomTree Total Dividend Fund