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wisdomtreetrusdivd.. shares owned by Parkside Financial Bank & Trust

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Parkside Financial Bank & Trust from 13F filings

Historical chart of Parkside Financial Bank & Trust investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Parkside Financial Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Parkside Financial Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 17k 88.96
2025-06-30 $1.5M 18k 83.74
2025-03-31 $1.5M 19k 79.86
2024-12-31 $1.5M 19k 80.93
2023-06-30 $178k 2.7k 66.66
2023-03-31 $3.8k 61 62.34

More positions owned by Parkside Financial Bank & Trust

Blackrock (BLK)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Parkside Financial Bank & Trust

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..