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wisdomtreetrusdivd.. shares owned by Whitaker-Myers Wealth Managers

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Whitaker-Myers Wealth Managers from 13F filings

Historical chart of Whitaker-Myers Wealth Managers investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 2.9k 83.22
2024-06-30 $229k 2.9k 78.06

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus Md Cp Gr Etf (IWP)
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Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Whitaker-Myers Wealth Managers

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Morgan Stanley
Hamilton Capital Management
HighTower Advisors
Raymond James Financial Services Advisors
Cetera Investment Advisers
Private Advisor
Royal Bank of Canada
Wells Fargo & Company
Kovitz Investment Group Partners
One Capital Management
Raymond James & Associates
Envestnet Asset Management

View all funds holding wisdomtreetrusdivd..