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wisdomtreetrusdivd.. shares owned by Newton One Investments

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

Historical chart of Newton One Investments investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Newton One Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $53k 595 88.96
2025-06-30 $50k 595 83.74
2025-03-31 $48k 595 79.86
2024-12-31 $48k 595 80.93

More positions owned by Newton One Investments

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr Core Msci Total (IXUS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)

View all positions for Newton One 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..