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wisdomtreetrusdivd.. shares owned by J. W. Coons Advisors

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by J. W. Coons Advisors from 13F filings

Historical chart of J. W. Coons Advisors investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by J. W. Coons Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by J. W. Coons Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $711k 8.5k 83.74
2025-03-31 $615k 7.7k 79.86
2024-12-31 $620k 7.7k 80.93
2024-09-30 $295k 3.6k 83.21
2024-06-30 $237k 3.0k 78.05

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Accenture Plc Ireland Shs Class A (ACN)
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Applied Materials (AMAT)

View all positions for J. W. Coons Advisors

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
Kovitz Investment Group Partners
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..