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wisdomtreetrusdivd.. shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 80k 88.96
2025-06-30 $6.8M 81k 83.74
2025-03-31 $6.5M 81k 79.86
2024-12-31 $6.8M 85k 80.93
2024-09-30 $6.6M 80k 83.21
2024-06-30 $6.3M 81k 78.05
2024-03-31 $6.7M 88k 76.19
2023-12-31 $6.6M 94k 70.28
2023-09-30 $5.8M 92k 63.49
2023-06-30 $6.1M 91k 66.66
2023-03-31 $6.0M 97k 62.34
2022-12-31 $6.0M 99k 60.36
2022-09-30 $5.4M 99k 53.91
2022-06-30 $4.7M 83k 57.31
2022-03-31 $4.9M 77k 63.68
2021-12-31 $5.2M 79k 65.87
2021-09-30 $4.9M 83k 58.83
2021-06-30 $5.3M 88k 59.67
2021-03-31 $5.0M 88k 57.18
2020-12-31 $4.7M 87k 53.96
2020-09-30 $4.6M 92k 49.57
2020-06-30 $4.0M 88k 45.49
2020-03-31 $3.3M 86k 38.91
2019-12-31 $3.6M 74k 48.47
2019-09-30 $3.1M 68k 45.09
2019-06-30 $2.8M 64k 43.65
2019-03-31 $2.6M 61k 43.07
2018-12-31 $2.0M 53k 38.32
2018-09-30 $2.2M 49k 44.32
2018-06-30 $1.8M 44k 41.01
2018-03-31 $1.9M 47k 40.36
2017-12-31 $1.8M 44k 41.44
2017-09-30 $1.6M 41k 38.15
2017-06-30 $286k 7.8k 36.76
2017-03-31 $250k 7.0k 35.52
2016-12-31 $234k 7.0k 33.24
2016-09-30 $227k 7.0k 32.25
2016-06-30 $225k 7.0k 31.96

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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
Kovitz Investment Group Partners
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..