Fiduciary Planning »

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..

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in wisdomtreetrusdivd.. by Fiduciary Planning

Quarter filed Position value Share count Share price at filing
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)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB)
Invesco Actively Managed Etf Var Rate Invt (VRIG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Hartford Fds Exchange Traded Shrt Durtn Etf (HSRT)
Capitol Ser Tr Clockwise Core (TIME)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Select Sector Spdr Tr Technology (XLK)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Insrnce Etf (IAK)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Dbx Etf Tr Xtrack Msci Eurp (DBEU)

View all positions for Fiduciary Planning

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
Hamilton Capital Management
Raymond James Financial Services Advisors
HighTower Advisors
UBS Group
Private Advisor
Employees Retirement System of Texas
Raymond James & Associates
Wells Fargo & Company
Royal Bank of Canada
One Capital Management
Bsc Private Wealth Management
Taiyo Life Insurance
Wealth Enhancement Advisory Services

View all funds holding wisdomtreetrusdivd..