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Wiser Advisor Group LLC

SEC CIK
0002011550
Latest filing
Aug 14, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Wiser Advisor Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
837
Value
$437.2K
% of portfolio
0.5%
Quarters held
11
Since Q4 2023
Holdings of DIA by Wiser Advisor Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026837$437.2K0.5%+2+0.2%AddedHolders
Q1 2026835$386.8K0.5%−354−29.8%ReducedHolders
Q4 20251,189$571.3K0.7%+266+28.8%AddedHolders
Q3 2025923$428.0K0.5%−37−3.9%ReducedHolders
Q2 2025960$423.0K0.7%+724+306.8%AddedHolders
Q1 2025236$99.0K0.1%+190+413.0%AddedHolders
Q4 202446$19.4K<0.1%00.0%UnchangedHolders
Q3 202446$19.3K<0.1%00.0%UnchangedHolders
Q2 202446$17.7K<0.1%+30+187.5%AddedHolders
Q1 202416$6.45K<0.1%00.0%UnchangedHolders
Q4 202316$6.09K<0.1%–No prior filingHolders