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wisdomtreetrusdivd.. shares owned by Summit X

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Summit X from 13F filings

Historical chart of Summit X investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Summit X consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Summit X

Quarter filed Position value Share count Share price at filing
2024-09-30 $310k 4.0k 78.05
2024-06-30 $310k 4.0k 78.05

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Ishares Tr 20 Yr Tr Bd Etf (TLT)
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View all positions for Summit X

Top funds holding wisdomtreetrusdivd..

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

View all funds holding wisdomtreetrusdivd..