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wisdomtreetrusdivd.. shares owned by JGP Wealth Management

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by JGP Wealth Management from 13F filings

Historical chart of JGP Wealth Management investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 2.3k 95.62

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Top funds holding wisdomtreetrusdivd..

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

View all funds holding wisdomtreetrusdivd..