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wisdomtreetrusdivd.. shares owned by Planning Solutions Group

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

Historical chart of Planning Solutions Group investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Planning Solutions Group

Quarter filed Position value Share count Share price at filing
2019-06-30 $811k 19k 43.63
2019-03-31 $751k 17k 43.09
2018-12-31 $565k 15k 38.35

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iShares S&P 500 Index (IVV)
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Ishares Inc core msci emkt (IEMG)
SPDR S&P Emerging Markets (SPEM)
Vanguard High Dividend Yield ETF (VYM)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares S&P Moderate Allocation Fund ETF (AOM)
Ishares Tr eafe min volat (EFAV)
Apple (AAPL)
BB&T Corporation
iShares MSCI Emerging Markets Indx (EEM)
D First Tr Exchange-traded (FPE)
Lgi Homes (LGIH)
iShares S&P SmallCap 600 Index (IJR)
SPDR S&P World ex-US (SPDW)

View all positions for Planning Solutions Group

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Morgan Stanley
Hamilton Capital Management
HighTower Advisors
Raymond James Financial Services Advisors
Cetera Investment Advisers
Private Advisor
Royal Bank of Canada
Wells Fargo & Company
Kovitz Investment Group Partners
One Capital Management
Raymond James & Associates
Envestnet Asset Management

View all funds holding wisdomtreetrusdivd..