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wisdomtreetrusdivd.. shares owned by FirstPurpose Wealth

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

Historical chart of FirstPurpose Wealth investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by FirstPurpose Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $430k 5.8k 74.20
2023-12-31 $401k 5.7k 70.28
2023-09-30 $311k 4.9k 63.49
2023-06-30 $304k 4.6k 66.66
2023-03-31 $240k 3.8k 62.34

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Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Hamilton Capital Management
Ameriprise Financial
HighTower Advisors
UBS Group
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

View all funds holding wisdomtreetrusdivd..