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wisdomtreetrusdivd.. shares owned by Lifestyle Asset Management

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

Historical chart of Lifestyle Asset Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 18k 76.19
2023-12-31 $1.3M 19k 70.28

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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Exxon Mobil Corporation (XOM)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)

View all positions for Lifestyle Asset Management

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..