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wisdomtreetrusdivd.. shares owned by Retirement Investment Advisors

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

Historical chart of Retirement Investment Advisors investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Retirement Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 2.3k 88.96
2025-06-30 $373k 4.5k 83.74
2025-03-31 $356k 4.5k 79.86
2024-12-31 $360k 4.5k 80.93

More positions owned by Retirement Investment Advisors

Vanguard Growth ETF Etf (VUG)
Vanguard Value ETF Etf (VTV)
iShares Core MSCI EAFE ETF Etf (IEFA)
Vanguard Intermediate-Term Bond ETF Etf (BIV)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
Vanguard Small-Cap Value ETF Etf (VBR)
Vanguard Total International Bond ETF Etf (BNDX)
iShares National Muni Bond ETF Etf (MUB)
iShares J.P. Morgan USD Emerging Markets Bond ETF Etf (EMB)
Xtrackers USD High Yield Corporate Bond ETF Etf (HYLB)
Vanguard Small-Cap Growth ETF Etf (VBK)
VanEck High Yield Muni ETF Etf (HYD)
Vanguard Tax-Exempt Bond Index ETF Etf (VTEB)
Schwab U.S. Large-Cap Value ETF Etf (SCHV)
Invesco QQQ Trust Series 1 Etf (QQQ)

View all positions for Retirement Investment Advisors

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..