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WisdomTree Total Dividend Fund shares owned by Wilkins Miller Wealth Management

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

Historical chart of Wilkins Miller Wealth 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 Wilkins Miller Wealth 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 Wilkins Miller Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 3.0k 84.00
2025-06-30 $248k 3.1k 79.52
2025-03-31 $240k 3.1k 76.95
2024-12-31 $237k 3.1k 75.86

More positions owned by Wilkins Miller Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Ishares Tr Ibonds Dec 2031 (IBDW)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Ibonds Dec 29 (IBDU)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Wilkins Miller Wealth Management

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