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wisdomtreetrusdivd.. shares owned by Sound Portfolio Advisors

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

Historical chart of Sound Portfolio Advisors investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Sound Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 28k 87.84

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Top funds holding wisdomtreetrusdivd..

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

View all funds holding wisdomtreetrusdivd..