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wisdomtreetrusdivd.. shares owned by IAM Advisory

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

Historical chart of IAM Advisory investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by IAM Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 275k 76.19
2023-12-31 $20M 277k 70.28
2023-09-30 $18M 275k 63.49

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Eli Lilly & Co. (LLY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)

View all positions for IAM Advisory

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
Hamilton Capital Management
Raymond James Financial Services Advisors
HighTower Advisors
UBS Group
Private Advisor
Employees Retirement System of Texas
Raymond James & Associates
Wells Fargo & Company
Royal Bank of Canada
One Capital Management
Bsc Private Wealth Management
Taiyo Life Insurance
Wealth Enhancement Advisory Services

View all funds holding wisdomtreetrusdivd..