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wisdomtreetrusdivd.. shares owned by Nvest Wealth Strategies

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

Historical chart of Nvest Wealth Strategies investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.0M 90k 89.43

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John Hancock Exchange Traded Multifactor Mi (JHMM)
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Union Pacific Corporation (UNP)
Ea Series Trust Cambria Us Equal
NVIDIA Corporation (NVDA)

View all positions for Nvest Wealth Strategies

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
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..