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wisdomtreetrusdivd.. shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.8M 115k 76.19

More positions owned by Triad Wealth Partners

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Flexshares Tr Cr Scd Us Bd (SKOR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Ishares Tr High Yld Systm B (HYDB)
Microsoft Corporation (MSFT)

View all positions for Triad Wealth Partners

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..