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wisdomtreetrusdivd.. shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2026-03-31 $282k 3.2k 87.85

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Spdr Series Trust State Street Spd (SDY)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
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Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)

View all positions for Joel Isaacson & Co

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..