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SPDR DJ Wilshire REIT shares owned by WealthPoint Financial

Quarter-by-quarter ownership of SPDR DJ Wilshire REIT (RWR) shares owned by WealthPoint Financial from 13F filings

Historical chart of WealthPoint Financial investment in SPDR DJ Wilshire REIT

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire REIT held by WealthPoint Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire REIT by WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $274k 2.8k 98.23

More positions owned by WealthPoint Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Core Msci Emkt (IEMG)
Lpl Financial Holdings (LPLA)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for WealthPoint Financial

Top funds holding SPDR DJ Wilshire REIT

Northern Trust
Charles Schwab Investment Management
Jpmorgan Chase & Co
Wells Fargo & Company
LPL Financial
Millennium Management
Mason Street Advisors
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Branch Banking & Trust Company
UBS Group
BlackRock
Private Advisor
St. Clair Advisors
Patton Fund Management

View all funds holding SPDR DJ Wilshire REIT