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wisdomtreetrusdivd.. shares owned by Interactive Financial Advisors

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

Historical chart of Interactive Financial Advisors investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Interactive Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $798k 9.6k 83.22
2024-06-30 $815k 10k 78.05
2024-03-31 $834k 11k 76.20
2023-12-31 $663k 9.4k 70.28
2023-09-30 $564k 8.9k 63.49
2023-06-30 $598k 9.0k 66.66
2023-03-31 $583k 9.3k 62.34
2022-12-31 $550k 9.1k 60.36
2022-09-30 $407k 7.5k 53.96
2022-06-30 $484k 8.2k 58.87
2022-03-31 $557k 7.7k 72.48
2021-12-31 $538k 8.2k 65.85
2021-09-30 $496k 8.4k 58.89
2021-06-30 $522k 8.8k 59.65
2021-03-31 $608k 11k 57.18
2020-12-31 $479k 8.9k 53.98
2020-09-30 $459k 9.3k 49.55
2020-06-30 $417k 9.2k 45.44
2020-03-31 $349k 9.0k 38.89
2019-12-31 $428k 8.8k 48.43
2019-09-30 $400k 8.9k 45.12
2019-06-30 $311k 7.1k 43.69
2019-03-31 $293k 6.8k 43.11
2018-12-31 $262k 6.8k 38.26
2018-09-30 $320k 7.2k 44.27
2018-06-30 $319k 7.8k 41.04
2018-03-31 $510k 13k 40.37
2017-12-31 $1.2M 30k 41.44
2017-09-30 $1.2M 32k 38.16
2017-06-30 $1.2M 33k 36.78
2017-03-31 $1.2M 34k 35.49
2016-12-31 $1.3M 39k 33.28
2016-09-30 $1.5M 47k 32.30
2016-06-30 $1.5M 47k 31.59
2016-03-31 $1.5M 49k 31.26

More positions owned by Interactive Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Flexshares Tr Stox Us Esg Slct (ESG)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Expnd Tec Sc Etf (IGM)

View all positions for Interactive Financial 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..