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wisdomtreetrusdivd.. shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by OMNI 360 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $249k 2.7k 91.05
2025-09-30 $238k 2.7k 88.96

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for OMNI 360 Wealth

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..