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wisdomtreetrusdivd.. shares owned by Heritage Wealth Advisors

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

Historical chart of Heritage Wealth Advisors investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $372k 4.2k 87.83

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View all positions for Heritage Wealth Advisors

Top funds holding wisdomtreetrusdivd..

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

View all funds holding wisdomtreetrusdivd..