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wisdomtreetrusdivd.. shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.8M 95k 72.06
2023-09-30 $1.5M 23k 63.49
2023-06-30 $2.0M 30k 66.66
2023-03-31 $1.2M 19k 62.34
2022-12-31 $1.1M 18k 60.36

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Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
Hamilton Capital Management
Raymond James Financial Services Advisors
HighTower Advisors
UBS Group
Private Advisor
Employees Retirement System of Texas
Raymond James & Associates
Wells Fargo & Company
Royal Bank of Canada
One Capital Management
Bsc Private Wealth Management
Taiyo Life Insurance
Wealth Enhancement Advisory Services

View all funds holding wisdomtreetrusdivd..