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wisdomtreetrusdivd.. shares owned by Journey Advisory Group

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

Historical chart of Journey Advisory Group investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Journey Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.4M 133k 70.28
2023-09-30 $8.4M 132k 63.49
2023-06-30 $8.5M 127k 66.66
2023-03-31 $7.3M 117k 62.34

More positions owned by Journey Advisory Group

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Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Tr Msci Usa Min Vol (USMV)
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Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)

View all positions for Journey Advisory Group

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..