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wisdomtreetrusdivd.. shares owned by Prepared Retirement Institute

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Prepared Retirement Institute from 13F filings

Historical chart of Prepared Retirement Institute investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Prepared Retirement Institute consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-12-31 $259k 2.9k 89.43
2025-09-30 $258k 2.9k 88.96
2025-06-30 $243k 2.9k 83.74
2025-03-31 $231k 2.9k 79.86

More positions owned by Prepared Retirement Institute

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Faln Angls Usd (FALN)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Divid Etf (DIVB)

View all positions for Prepared Retirement Institute

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Ameriprise Financial
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Wells Fargo & Company
Prime Capital Investment Advisors
Private Advisor
Colony
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..