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wisdomtreetrusdivd.. shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.2M 98k 83.21
2024-06-30 $8.1M 104k 78.05
2024-03-31 $7.7M 101k 76.19
2023-12-31 $6.7M 95k 70.28

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

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..