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wisdomtreetrusdivd.. shares owned by Milestone Asset Management

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

Historical chart of Milestone Asset Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $288k 3.3k 87.86

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Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Ameriprise Financial
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Wells Fargo & Company
Prime Capital Investment Advisors
Private Advisor
Colony
Huntington National Bank
Rockefeller Capital Management
Steward Partners Investment Advisory

View all funds holding wisdomtreetrusdivd..