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wisdomtreetrusdivd.. shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $917k 12k 76.19
2023-12-31 $987k 14k 70.28
2023-09-30 $949k 15k 63.49
2023-06-30 $1.0M 15k 66.66

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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..