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wisdomtreetrusdivd.. shares owned by Cresta Advisors

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

Historical chart of Cresta Advisors investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Cresta Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 176k 83.21
2024-03-31 $13M 168k 76.19
2023-12-31 $11M 161k 70.28
2023-09-30 $9.8M 154k 63.49
2023-06-30 $7.4M 110k 66.66

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Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Morgan Stanley
Hamilton Capital Management
HighTower Advisors
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
Envestnet Asset Management

View all funds holding wisdomtreetrusdivd..