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wisdomtreetrusdivd.. shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $40k 475 83.17
2024-06-30 $37k 473 78.05
2024-03-31 $36k 471 76.20

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Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Zrc Wealth Management

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Hamilton Capital Management
Ameriprise Financial
HighTower Advisors
UBS Group
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

View all funds holding wisdomtreetrusdivd..