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wisdomtreetrusdivd.. shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $117k 1.3k 87.84
2025-12-31 $119k 1.3k 89.43

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Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

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..