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wisdomtreetrusdivd.. shares owned by Halbert Hargrove Global Advisors

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Halbert Hargrove Global Advisors from 13F filings

Historical chart of Halbert Hargrove Global Advisors investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Halbert Hargrove Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $264k 3.2k 83.21
2024-06-30 $248k 3.2k 78.05
2024-03-31 $242k 3.2k 76.19
2023-12-31 $223k 3.2k 70.28
2023-09-30 $240k 3.8k 63.49
2023-06-30 $251k 3.8k 66.66

More positions owned by Halbert Hargrove Global Advisors

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Micro-cap Etf (IWC)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for Halbert Hargrove Global Advisors

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..