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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
2026-06-30 $222k 2.3k 95.62
2026-03-31 $209k 2.4k 87.84
2025-12-31 $223k 2.5k 89.43
2025-09-30 $222k 2.5k 88.96

More positions owned by Atlas Wealth

Srh Total Return Fund Incorporated Closed End Funds - Taxable (STEW)
Central Secs Corporation Closed End Funds - Taxable (CET)
U.s. Bancorp Pfd B Non-cumulative 3.5 Preferred Stock (USB.PH)
Apple Incorporated Common Stock (AAPL)
Victory Portfolios Ii Victoryshares Free Cash Flow Exchange Traded Funds (Country Baskets/iShares) -.. (VFLO)
Pgim Short Dur Hig Yld Opp Closed End Funds - Taxable (SDHY)
Neuberger Next Generation Closed End Funds - Taxable (NBXG)
Nyli Cbre Gbl Infr Megtrnds Tr Closed End Funds - Taxable (MEGI)
Thornburg Incm Builder Opp Tr Closed End Funds - Taxable (TBLD)
Nuveen Core Plus Impact Fund Com Ben Int Closed End Funds - Taxable (NPCT)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Angel Oak Finl Strategies Incm Com Ben Int Closed End Funds - Taxable (FINS)
Guggenheim Active Alloc Closed End Funds - Taxable (GUG)
Bexil Investment Trust Closed End Funds - Taxable (BXSY)
Cambria Shareholder Yield Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SYLD)

View all positions for Atlas Wealth

Top funds holding wisdomtreetrusdivd..

Bank of America Corporation
Pnc Financial Services
LPL Financial
Morgan Stanley
Hamilton Capital Management
Ameriprise Financial
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Wells Fargo & Company
Royal Bank of Canada
Private Advisor
Colony

View all funds holding wisdomtreetrusdivd..