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wisdomtreetrusdivd.. shares owned by Billeaud Capital Management

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Billeaud Capital Management from 13F filings

Historical chart of Billeaud Capital Management investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Billeaud Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Billeaud Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $33M 402k 82.04
2024-06-30 $32M 406k 78.84
2024-03-31 $30M 410k 73.55
2023-12-31 $30M 416k 72.06
2023-09-30 $26M 393k 65.10

More positions owned by Billeaud Capital Management

Dimensional Us Core Equity Markt Etf Equities (DFAU)
SPDR Gold Share Equities (GLD)
Vanguard Intermediate Bond Equities (BIV)
Vanguard Total Stock Mkt Equities (VTI)
WisdomTree US Quality Dividend Gr ETF Equities (DGRW)
Ishares Tr Barclays Bond Equities (TLT)
S&P500 Catholic Values Equities (CATH)
Brown & Brown Equities (BRO)
Duke Energy Corporation Equities (DUK)
Coca Cola Company Equities (KO)
Johnson & Johnson Equities (JNJ)
Exxon Mobil Corporation Equities (XOM)
ETFS Gold Trust Equities (SGOL)
Atmos Energy Corp Equities (ATO)
Consolidated Edison Equities (ED)

View all positions for Billeaud Capital Management

Top funds holding wisdomtreetrusdivd..

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

View all funds holding wisdomtreetrusdivd..