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wisdomtreetrusdivd.. shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.4M 42k 80.93
2024-09-30 $8.2M 98k 83.21
2024-06-30 $11M 136k 78.05
2024-03-31 $8.8M 115k 76.19

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
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Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for Triad Wealth Partners

Top funds holding wisdomtreetrusdivd..

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

View all funds holding wisdomtreetrusdivd..