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wisdomtreetrusdivd.. shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $866k 9.7k 89.43
2025-09-30 $629k 7.1k 88.96
2025-06-30 $564k 6.7k 83.74
2025-03-31 $230k 2.9k 79.86

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Ea Series Trust Strive 500 Etf (STRV)
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Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Ameriprise Financial
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Wells Fargo & Company
Prime Capital Investment Advisors
Private Advisor
Colony
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..