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wisdomtreetrusdivd.. shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 303k 88.96
2025-06-30 $25M 296k 83.74
2025-03-31 $21M 259k 79.86
2024-12-31 $20M 252k 80.93

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

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..