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wisdomtreetrusdivd.. shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 187k 88.96
2025-06-30 $14M 166k 83.74
2025-03-31 $12M 147k 79.86
2024-12-31 $399k 4.9k 80.93
2024-09-30 $398k 4.8k 83.21
2024-06-30 $282k 3.6k 78.05

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View all positions for Pinnacle Wealth Management Advisory

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..