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wisdomtreetrusdivd.. shares owned by Southland Equity Partners

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Southland Equity Partners from 13F filings

Historical chart of Southland Equity Partners investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Southland Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Southland Equity Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 21k 76.19
2023-12-31 $1.3M 18k 70.28
2023-09-30 $836k 13k 63.49
2023-06-30 $718k 11k 66.66
2023-03-31 $614k 9.8k 62.34
2022-12-31 $503k 8.3k 60.36

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Morningstar Divid L SHS (FDL)
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Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
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Procter & Gamble Company (PG)
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View all positions for Southland Equity Partners

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Hamilton Capital Management
Raymond James Financial Services Advisors
HighTower Advisors
UBS Group
Private Advisor
Employees Retirement System of Texas
Raymond James & Associates
Wells Fargo & Company
Royal Bank of Canada
One Capital Management
Bsc Private Wealth Management
Waddell & Associates

View all funds holding wisdomtreetrusdivd..