Columbia Advisory Partners »

wisdomtreetrusdivd.. shares owned by Columbia Advisory Partners

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

Historical chart of Columbia Advisory Partners investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in wisdomtreetrusdivd.. by Columbia Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 265k 88.96
2025-06-30 $22M 266k 83.74
2025-03-31 $18M 225k 79.86
2024-12-31 $15M 190k 80.93

More positions owned by Columbia Advisory Partners

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Quality Grow (QGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Us Multifactor (USMF)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Msci Usa Mmentm (MTUM)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Sprott Asset Management Physical Gold An (CEF)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Core S&p Us Gwt (IUSG)
Sprott Asset Management Physical Silver (PSLV)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)

View all positions for Columbia Advisory Partners

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..