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wisdomtreetrusdivd.. shares owned by Centerpoint Advisory Group

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Centerpoint Advisory Group from 13F filings

Historical chart of Centerpoint Advisory Group investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Centerpoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Centerpoint Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 31k 88.96
2025-06-30 $2.6M 32k 83.74
2025-03-31 $2.6M 32k 79.86
2024-12-31 $2.6M 32k 80.93

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View all positions for Centerpoint Advisory Group

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..