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wisdomtreetrusdivd.. shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $856k 11k 78.05
2024-03-31 $849k 11k 76.19
2023-09-30 $710k 11k 63.49
2023-06-30 $764k 12k 66.66
2023-03-31 $722k 12k 62.34

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Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Hamilton Capital Management
Raymond James Financial Services Advisors
Private Advisor
Royal Bank of Canada
Wells Fargo & Company
Kovitz Investment Group Partners
One Capital Management
Raymond James & Associates
Envestnet Asset Management
Jpmorgan Chase & Co
Bouchey Financial
Waddell & Associates

View all funds holding wisdomtreetrusdivd..