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wisdomtreetrusdivd.. shares owned by Angeles Wealth Management

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

Historical chart of Angeles Wealth Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Angeles Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $25k 398 63.49
2023-06-30 $27k 398 66.66
2023-03-31 $25k 398 62.34
2022-12-31 $24k 398 60.36
2022-09-30 $21k 398 52.76
2022-06-30 $23k 398 57.79

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Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ares Management Corporation Cl A Com Stk (ARES)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Msci Jpn Etf New (EWJ)

View all positions for Angeles Wealth Management

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Ameriprise Financial
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Wells Fargo & Company
Prime Capital Investment Advisors
Private Advisor
Kovitz Investment Group Partners
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..