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WisdomTree Total Dividend Fund shares owned by VestGen Advisors

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

Historical chart of VestGen 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 VestGen 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 VestGen Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $861k 10k 84.00
2025-06-30 $811k 10k 80.69

More positions owned by VestGen Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Gaming & Leisure Pptys (GLPI)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Palantir Technologies Cl A (PLTR)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for VestGen Advisors

Top funds holding WisdomTree Total Dividend Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
626 Financial
Connecticut Wealth Management
Pinnacle Financial Group, LLC / IL
Raymond James Financial
Retirement Planning Group
HighTower Advisors
Kestra Advisory Services
Cetera Investment Advisers
Ameriprise Financial
Melone Private Wealth
Cornerstone Planning Group
Advisor Group Holdings

View all funds holding WisdomTree Total Dividend Fund