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WisdomTree Total Dividend Fund shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors investment in WisdomTree Total Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Dividend Fund held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Dividend Fund by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $248k 3.8k 65.38
2023-09-30 $228k 3.8k 60.17
2023-06-30 $235k 3.8k 62.09
2023-03-31 $229k 3.8k 60.59
2022-12-31 $230k 3.8k 60.65
2022-09-30 $205k 3.8k 54.15
2022-06-30 $219k 3.8k 57.84
2022-03-31 $241k 3.8k 63.66
2021-12-31 $245k 3.8k 64.71
2021-09-30 $222k 1.9k 117.27
2021-06-30 $224k 1.9k 118.33
2021-03-31 $214k 1.9k 113.05
2020-12-31 $198k 1.9k 104.60
2020-09-30 $177k 1.9k 93.50
2020-06-30 $170k 1.9k 89.80
2020-03-31 $148k 1.9k 78.18
2019-12-31 $199k 1.9k 105.12
2019-06-30 $183k 1.9k 96.67
2018-09-30 $182k 1.9k 96.06