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wisdomtreetrusdivd.. shares owned by Fiduciary Planning

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Fiduciary Planning from 13F filings

Historical chart of Fiduciary Planning investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Fiduciary Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Fiduciary Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $42M 502k 83.21
2024-06-30 $38M 484k 78.05
2024-03-31 $35M 462k 76.19
2023-12-31 $31M 447k 70.28
2023-09-30 $9.2M 145k 63.49

More positions owned by Fiduciary Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Select Sector Spdr Tr Technology (XLK)
Tidal Tr Ii Clockwise Core E (TIME)
Ishares Tr S&p 100 Etf (OEF)
Vaneck Etf Trust Semiconductr Etf (SMH)
Fidelity Covington Trust Fundamental Larg (FFLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Insrnce Etf (IAK)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Fiduciary Planning

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..