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wisdomtreetrusdivd.. shares owned by Blake Schutter Theil Wealth Advisors

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Blake Schutter Theil Wealth Advisors from 13F filings

Historical chart of Blake Schutter Theil Wealth Advisors investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

All positions including wisdomtreetrusdivd.. held by Blake Schutter Theil Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Blake Schutter Theil Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $693k 7.8k 88.96
2025-06-30 $672k 8.0k 83.74
2025-03-31 $641k 8.0k 79.86
2024-12-31 $650k 8.0k 80.93
2024-09-30 $674k 8.1k 83.21

More positions owned by Blake Schutter Theil Wealth Advisors

Schwab Strategic Tr 1000 Index Etf (SCHK)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Divid Etf (DIVB)
Ishares Tr Core High Dv Etf (HDV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Nuveen Muni Value Fund (NUV)

View all positions for Blake Schutter Theil Wealth Advisors

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..