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wisdomtreetrusdivd.. shares owned by M3 Wealth Management

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by M3 Wealth Management from 13F filings

Historical chart of M3 Wealth Management investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by M3 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by M3 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $344k 3.9k 89.44

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Top funds holding wisdomtreetrusdivd..

LPL Financial
Pnc Financial Services
Ameriprise Financial
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Wells Fargo & Company
Prime Capital Investment Advisors
Private Advisor
Kovitz Investment Group Partners
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..