Foundations Investment Advisors »

wisdomtreetrusdivd.. shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

All positions including wisdomtreetrusdivd.. held by Foundations Investment Advisors 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 wisdomtreetrusdivd.. by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 24k 76.19
2023-12-31 $253k 3.5k 71.96
2023-09-30 $478k 7.5k 63.49
2023-06-30 $743k 11k 66.66

More positions owned by Foundations Investment Advisors

Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Exchange Listed Fds Tr Cabana Trgt Beta (TDSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Short Treas Bd (SHV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Two Rds Shared Tr Regents Pk Hdgd (RPHS)
Apple (AAPL)

View all positions for Foundations Investment Advisors

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Morgan Stanley
Hamilton Capital Management
Ameriprise Financial
Raymond James Financial Services Advisors
HighTower Advisors
UBS Group
Cetera Investment Advisers
Private Advisor
Employees Retirement System of Texas
Raymond James & Associates
Wells Fargo & Company
Royal Bank of Canada

View all funds holding wisdomtreetrusdivd..