United Advisor Group »

Wisdomtree Tr em mkts dvd gr shares owned by United Advisor Group

Quarter-by-quarter ownership of Wisdomtree Tr em mkts dvd gr (DGRE) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in Wisdomtree Tr em mkts dvd gr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr em mkts dvd gr held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr em mkts dvd gr by United Advisor Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $610k 24k 25.70

More positions owned by United Advisor Group

NVIDIA Corporation (NVDA)
United Parcel Service (UPS)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Schwab Strategic Tr us lrg cap etf (SCHX)
wisdomtreetrusdivd.. (DGRW)
First Tr Exchange Traded Fd first tr nasdaq (RDVY)
T Rowe Price Etf (TDVG)
J P Morgan Exchange Traded F ultra shrt (JPST)
Fs Kkr Capital Corp (FSK)
WisdomTree LargeCap Dividend Fund (DLN)
Etf Ser Solutions Aptus Collared (ACIO)
WisdomTree MidCap Dividend Fund (DON)
Ares Dynamic Cr Allocation (ARDC)

View all positions for United Advisor Group

Top funds holding Wisdomtree Tr em mkts dvd gr

One Capital Management
LPL Financial
NewEdge Wealth
Astoria Portfolio Advisors
Hobbs Group Advisors
SimpliFi
Jane Street
Royal Bank of Canada
Raymond James Financial Services Advisors
Occidental Asset Management
Professional Financial Advisors
Morgan Stanley
Cambridge Investment Research Advisors
Capital Analysts
Capital Advisors

View all funds holding Wisdomtree Tr em mkts dvd gr