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wisdomtreetrusdivd.. shares owned by LM Advisors

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by LM Advisors from 13F filings

Historical chart of LM Advisors investment in wisdomtreetrusdivd..

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20250.4M0.6M0.8M1M1.2M10k15k
Value ($)Share countHistorical DGRW position of LM Advisors Source: stockzoa.comValue ($)Share count

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All positions including wisdomtreetrusdivd.. held by LM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by LM Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 16k 80.98
2024-09-30 $1.2M 15k 83.20
2024-03-31 $954k 13k 76.17
2023-12-31 $414k 5.9k 70.28

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Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Bank of America Corporation
Morgan Stanley
Hamilton Capital Management
Ameriprise Financial
Raymond James Financial
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HighTower Advisors
UBS Group
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Wells Fargo & Company
Royal Bank of Canada
Lido Advisors
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View all funds holding wisdomtreetrusdivd..