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wisdomtreetrusdivd.. shares owned by Continuum Wealth Advisors

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

Historical chart of Continuum Wealth Advisors investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Continuum Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 224k 70.28
2023-09-30 $14M 217k 63.49
2023-06-30 $14M 212k 66.66
2023-03-31 $11M 179k 62.34
2022-12-31 $12M 204k 60.36

More positions owned by Continuum Wealth Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Faln Angls Usd (FALN)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr S&p Oilgas Exp (XOP)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Continuum Wealth Advisors

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
Hamilton Capital Management
Raymond James Financial Services Advisors
HighTower Advisors
UBS Group
Private Advisor
Employees Retirement System of Texas
Raymond James & Associates
Wells Fargo & Company
Royal Bank of Canada
One Capital Management
Bsc Private Wealth Management
Taiyo Life Insurance
Wealth Enhancement Advisory Services

View all funds holding wisdomtreetrusdivd..