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Wisdomtree Us Smallcap Dividen mf shares owned by Colonial River Wealth Management

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Colonial River Wealth Management from 13F filings

Historical chart of Colonial River Wealth Management investment in Wisdomtree Us Smallcap Dividen mf

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Us Smallcap Dividen mf held by Colonial River Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $639k 14k 47.44
2023-09-30 $982k 24k 41.19

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Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Energy (XLE)
Flexshares Tr Us Qt Lw Vlty (QLV)
Verizon Communications (VZ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Exxon Mobil Corporation (XOM)
Dominion Resources (D)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Colonial River Wealth Management

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