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wisdomtreetrusdivd.. shares owned by Hoxton Planning & Management

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

Historical chart of Hoxton Planning & Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 25k 88.96
2025-06-30 $1.8M 21k 83.74
2025-03-31 $1.5M 19k 79.86
2024-12-31 $1.2M 15k 80.93
2024-09-30 $393k 4.7k 83.21

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Hoxton Planning & Management

Top funds holding wisdomtreetrusdivd..

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

View all funds holding wisdomtreetrusdivd..