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wisdomtreetrusdivd.. shares owned by Pinnacle Private Wealth

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Pinnacle Private Wealth from 13F filings

Historical chart of Pinnacle Private Wealth investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Pinnacle Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $835k 15k 57.28
2022-03-31 $915k 14k 63.66
2021-12-31 $952k 15k 65.88

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Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Morgan Stanley
Hamilton Capital Management
Ameriprise Financial
Raymond James Financial Services Advisors
HighTower Advisors
UBS Group
Cetera Investment Advisers
Private Advisor
Employees Retirement System of Texas
Raymond James & Associates
Wells Fargo & Company
Royal Bank of Canada

View all funds holding wisdomtreetrusdivd..