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wisdomtreetrusdivd.. shares owned by Mosaic Financial Group

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Mosaic Financial Group from 13F filings

Historical chart of Mosaic Financial Group investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Mosaic Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Mosaic Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 13k 83.19
2024-06-30 $854k 11k 78.07
2024-03-31 $342k 4.5k 76.29

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Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Morgan Stanley
Hamilton Capital Management
HighTower Advisors
Raymond James Financial Services Advisors
Cetera Investment Advisers
Private Advisor
Royal Bank of Canada
Wells Fargo & Company
Kovitz Investment Group Partners
One Capital Management
Raymond James & Associates
Envestnet Asset Management

View all funds holding wisdomtreetrusdivd..