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wisdomtreetrusdivd.. shares owned by PDS Planning

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $594k 7.3k 80.93
2024-09-30 $1.5M 19k 83.21

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View all positions for PDS Planning

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Bank of America Corporation
Morgan Stanley
Hamilton Capital Management
Ameriprise Financial
Raymond James Financial
Private Advisor
HighTower Advisors
UBS Group
Cetera Investment Advisers
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
Lido Advisors

View all funds holding wisdomtreetrusdivd..