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wisdomtreetrusdivd.. shares owned by Excelsior Advisor Network

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Excelsior Advisor Network from 13F filings

Historical chart of Excelsior Advisor Network investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Excelsior Advisor Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 2.1k 95.61

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Top funds holding wisdomtreetrusdivd..

Bank of America Corporation
LPL Financial
Pnc Financial Services
Morgan Stanley
Hamilton Capital Management
Ameriprise Financial
Raymond James Financial
UBS Group
HighTower Advisors
Cetera Investment Advisers
Envestnet Asset Management
Wells Fargo & Company
Royal Bank of Canada
Larson Financial Group
Colony

View all funds holding wisdomtreetrusdivd..