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wisdomtreetrusdivd.. shares owned by Kuntz Lesher Capital

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Kuntz Lesher Capital from 13F filings

Historical chart of Kuntz Lesher Capital investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Kuntz Lesher Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Kuntz Lesher Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 14k 88.96
2025-06-30 $1.3M 16k 83.74
2025-03-31 $1.3M 16k 79.86
2024-12-31 $1.3M 16k 80.93

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View all positions for Kuntz Lesher Capital

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..