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wisdomtreetrusdivd.. shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 27k 88.96
2025-06-30 $2.1M 25k 83.74
2025-03-31 $1.9M 24k 79.86
2024-12-31 $2.0M 24k 80.93

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View all positions for Comprehensive Financial Planning

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..