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wisdomtreetrusdivd.. shares owned by OakTrust Wealth Advisors

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

Historical chart of OakTrust Wealth Advisors investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 24k 89.43

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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World Gold Tr Spdr Gld Minis (GLDM)
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Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

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
Colony
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..