DTD WISDOMTREE TOTAL DIVIDEND FUND

Ownership history in Advisory Services Network, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in WISDOMTREE TOTAL DIVIDEND FUND (DTD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2017 Q1)
Avg. % of fund
0.01%
First filed
2017 Q1
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 62 +54 +675.0% 0.00% $5K $83.38
2023 Q4 REDUCED 8 -4,892 -99.8% 0.00% $527 $62.55
2023 Q1 UNCHANGED 4,900 0% 0.01% $297K $56.97
2022 Q4 REDUCED 4,900 -3,130 -39.0% 0.01% $297K $56.68
2022 Q3 UNCHANGED 8,030 0% 0.02% $436K $50.33
2022 Q2 UNCHANGED 8,030 0% 0.02% $465K $53.33
2022 Q1 UNCHANGED 8,030 0% 0.02% $518K $59.00
2021 Q4 ADDED 8,030 +6,465 +413.1% 0.01% $520K $58.94
2021 Q2 UNCHANGED 1,565 0% 0.01% $185K $53.27
2020 Q4 UNCHANGED 1,565 0% 0.01% $164K $46.68
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DTD price (monthly, adj. close)
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