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wisdomtreetrusdivd.. shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial Partners investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 24k 84.09
2024-06-30 $1.8M 24k 78.05

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View all positions for Cascade Financial Partners

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Hamilton Capital Management
Raymond James Financial Services Advisors
Private Advisor
Royal Bank of Canada
Wells Fargo & Company
Kovitz Investment Group Partners
One Capital Management
Raymond James & Associates
Envestnet Asset Management
Jpmorgan Chase & Co
Bouchey Financial
Waddell & Associates

View all funds holding wisdomtreetrusdivd..