WisdomTree Total Dividend Fund shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of WisdomTree Total Dividend Fund (DTD) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in WisdomTree Total Dividend Fund
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Quarterly reported holdings in WisdomTree Total Dividend Fund by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 96k | 84.00 |
| 2025-06-30 | $7.4M | 94k | 79.52 |
| 2025-03-31 | $7.2M | 93k | 76.95 |
| 2024-12-31 | $6.9M | 91k | 75.86 |
| 2024-09-30 | $7.3M | 96k | 76.68 |
| 2024-06-30 | $6.7M | 95k | 70.83 |
| 2024-03-31 | $14M | 202k | 70.72 |
| 2023-12-31 | $13M | 199k | 65.38 |
| 2023-09-30 | $20M | 339k | 60.17 |
| 2023-06-30 | $21M | 338k | 62.09 |
| 2023-03-31 | $32M | 533k | 60.59 |
| 2022-12-31 | $31M | 510k | 60.65 |
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