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wisdomtreetrusdivd.. shares owned by LightSquare Wealth Management

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

Historical chart of LightSquare Wealth Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by LightSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $289k 3.3k 87.84

More positions owned by LightSquare Wealth Management

Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Ind (XLI)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr State Street Con (XLY)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Com (XLC)
Spdr Series Trust State Street Spd (SJNK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Con (XLP)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for LightSquare Wealth Management

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..