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wisdomtreetrusdivd.. shares owned by LRI Investments

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

Historical chart of LRI Investments investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by LRI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $602k 6.8k 88.96
2025-06-30 $576k 6.9k 83.74
2025-03-31 $138k 1.7k 79.86

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View all positions for LRI Investments

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..