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wisdomtreetrusdivd.. shares owned by Estate Planners Group

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.7k 75 88.95

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Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Ameriprise Financial
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Wells Fargo & Company
Prime Capital Investment Advisors
Private Advisor
Colony
Huntington National Bank
Rockefeller Capital Management
Steward Partners Investment Advisory

View all funds holding wisdomtreetrusdivd..