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wisdomtreetrusdivd.. shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial Advisors investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 50k 72.31
2023-12-31 $3.5M 50k 70.28

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Evernest Financial Advisors

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Morgan Stanley
Hamilton Capital Management
Ameriprise Financial
Raymond James Financial Services Advisors
HighTower Advisors
UBS Group
Cetera Investment Advisers
Private Advisor
Employees Retirement System of Texas
Raymond James & Associates
Wells Fargo & Company
Royal Bank of Canada

View all funds holding wisdomtreetrusdivd..