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wisdomtreetrusdivd.. shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $58k 748 78.05
2024-06-30 $58k 748 78.05
2024-03-31 $57k 748 76.19

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Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
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Hamilton Capital Management
HighTower Advisors
Raymond James Financial Services Advisors
Cetera Investment Advisers
Private Advisor
Royal Bank of Canada
Wells Fargo & Company
Kovitz Investment Group Partners
One Capital Management
Raymond James & Associates
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View all funds holding wisdomtreetrusdivd..