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wisdomtreetrusdivd.. shares owned by Ballast Rock Private Wealth

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

Historical chart of Ballast Rock Private Wealth investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $292k 3.3k 89.43

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Spdr Gold Tr Gold Shs (GLD)

View all positions for Ballast Rock Private Wealth

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
Colony
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..