Kohmann Bosshard Financial Services »

wisdomtreetrusdivd.. shares owned by Kohmann Bosshard Financial Services

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Kohmann Bosshard Financial Services from 13F filings

Historical chart of Kohmann Bosshard Financial Services investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Kohmann Bosshard Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Kohmann Bosshard Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 2.9k 88.96
2024-12-31 $175k 2.2k 80.93

More positions owned by Kohmann Bosshard Financial Services

Schwab Us Large Cap Etf Uie (SCHX)
Vanguard Ftse Developed Markets Etf Uie (VEA)
Vanguard Short Term Cor Bd Etf Uie (VCSH)
Schwab Us Aggregate Bondetf Uie (SCHZ)
Schwab Us Small Cap Etf Uie (SCHA)
Vanguard Dividend Appreciation Etf Uie (VIG)
Schwab Us Tips Etf Uie (SCHP)
Ishares 0-3 Month Treasury Bond Etf Uie (SGOV)
Schwab Us Dividend Equity Etf Uie (SCHD)
Vanguard Growth Etf Uie (VUG)
Vanguard Real Estate Etf Uie (VNQ)
Spdr Portfolio High Yield Bnd Etf Uie (SPHY)
Vanguard Small Cap Etf Uie (VB)
Ishares Core High Dividend Etf Uie (HDV)
Vanguard S&p 500 Etf Uie (VOO)

View all positions for Kohmann Bosshard Financial Services

Top funds holding wisdomtreetrusdivd..

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

View all funds holding wisdomtreetrusdivd..