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wisdomtreetrusdivd.. shares owned by Truepoint

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

Historical chart of Truepoint investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Truepoint

Quarter filed Position value Share count Share price at filing
2026-06-30 $255k 2.7k 95.62

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Truepoint

Top funds holding wisdomtreetrusdivd..

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

View all funds holding wisdomtreetrusdivd..