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Wisdomtree Tr em mkts dvd gr shares owned by SimpliFi

Quarter-by-quarter ownership of Wisdomtree Tr em mkts dvd gr (DGRE) shares owned by SimpliFi from 13F filings

Historical chart of SimpliFi investment in Wisdomtree Tr em mkts dvd gr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr em mkts dvd gr held by SimpliFi consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr em mkts dvd gr by SimpliFi

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 196k 27.75
2024-06-30 $5.3M 200k 26.39
2024-03-31 $5.1M 198k 25.70

More positions owned by SimpliFi

Ishares Tr Iboxx Inv Cp Etf (LQD)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Specialized Funds Div App Etf (VIG)
Etf Ser Solutions Distillate Us (DSTL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Graniteshares Etf Tr Hips Us High Inc (HIPS)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for SimpliFi

Top funds holding Wisdomtree Tr em mkts dvd gr

One Capital Management
LPL Financial
NewEdge Wealth
Hobbs Group Advisors
SimpliFi
Royal Bank of Canada
Raymond James Financial Services Advisors
Astoria Portfolio Advisors
Vermillion & White Wealth Management Group
United Advisor Group
Occidental Asset Management
Old Mission Capital
Envestnet Asset Management
Flow Traders US
Goss Wealth Management

View all funds holding Wisdomtree Tr em mkts dvd gr