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wisdomtreetrusdivd.. shares owned by Apexium Financial

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Apexium Financial from 13F filings

Historical chart of Apexium Financial investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Apexium Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Apexium Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 26k 88.96
2025-06-30 $2.3M 28k 83.74
2024-12-31 $1.5M 18k 80.97

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Apple (AAPL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
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Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Apexium Financial

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Morgan Stanley
Ameriprise Financial
Hamilton Capital Management
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
Prime Capital Investment Advisors
Kovitz Investment Group Partners

View all funds holding wisdomtreetrusdivd..