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wisdomtreetrusdivd.. shares owned by Stonebridge Wealth Management

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Stonebridge Wealth Management from 13F filings

Historical chart of Stonebridge Wealth Management investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Stonebridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Stonebridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 16k 89.43
2025-09-30 $1.6M 18k 88.96
2025-06-30 $1.6M 19k 83.74

More positions owned by Stonebridge Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Wisdomtree Tr Dynamic Intl Sml (DDLS)
Wisdomtree Tr Us High Dividend (DHS)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Tr Glb High Div Fd (DEW)
Wisdomtree Tr Us Smallcap Divd (DES)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Sanara Medtech (SMTI)
Abbvie (ABBV)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Msci Usa Quality (GARP)
Apple (AAPL)

View all positions for Stonebridge Wealth Management

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..