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wisdomtreetrusdivd.. shares owned by B.O.S.S. Retirement Advisors

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by B.O.S.S. Retirement Advisors from 13F filings

Historical chart of B.O.S.S. Retirement Advisors investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by B.O.S.S. Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by B.O.S.S. Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $381k 4.3k 88.96
2025-06-30 $422k 5.0k 83.74
2025-03-31 $482k 6.0k 79.86
2024-12-31 $398k 4.9k 80.93
2023-12-31 $337k 4.8k 70.28

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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..