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wisdomtreetrusdivd.. shares owned by Atlas Wealth

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

Historical chart of Atlas Wealth investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Atlas Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $223k 2.5k 89.43
2025-09-30 $222k 2.5k 88.96

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Janus Henderson Aaa Clo Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JAAA)
Avantis U.s. Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUS)
Cambria Shareholder Yield Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SYLD)
Jpmorgan Chase & Company. Common Stock (JPM)
Capital One Financial Corporation. 4.375 Dep Pfd L Preferred Stock (COF.PL)
Slm Corporation Pfd Ser B Preferred Stock (SLMBP)
Pacer Us Cash Cows 100 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (COWZ)

View all positions for Atlas Wealth

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Ameriprise Financial
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Wells Fargo & Company
Prime Capital Investment Advisors
Private Advisor
Colony
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..