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wisdomtreetrusdivd.. shares owned by Evolution Wealth Management

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

Historical chart of Evolution Wealth Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $45k 506 88.96
2025-06-30 $49k 582 83.74

More positions owned by Evolution Wealth Management

Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Power Buffer Set (PSTP)
Listed Fds Tr Shares Lag Cap (OVL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Listed Fds Tr Shares Core Bd (OVB)
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution Wealth Management

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
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Hamilton Capital Management
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
Prime Capital Investment Advisors
Kovitz Investment Group Partners

View all funds holding wisdomtreetrusdivd..