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wisdomtreetrusdivd.. shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $22M 261k 83.21
2024-06-30 $20M 258k 78.05
2024-03-31 $20M 256k 76.19
2023-12-31 $19M 264k 70.28

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View all positions for Concurrent Investment Advisors

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Hamilton Capital Management
Ameriprise Financial
HighTower Advisors
UBS Group
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

View all funds holding wisdomtreetrusdivd..