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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
2024-03-31 $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

Vanguard Intermediate Bond Equities (BIV)
Dimensional Us Core Equity Markt Etf Equities (DFAU)
SPDR Gold Share Equities (GLD)
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)
Exxon Mobil Corporation Equities (XOM)
Coca Cola Company Equities (KO)
Duke Energy Corporation Equities (DUK)
Johnson & Johnson Equities (JNJ)
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
Hamilton Capital Management
Raymond James Financial Services Advisors
HighTower Advisors
UBS Group
Private Advisor
Employees Retirement System of Texas
Raymond James & Associates
Wells Fargo & Company
Royal Bank of Canada
One Capital Management
Bsc Private Wealth Management
Taiyo Life Insurance
Wealth Enhancement Advisory Services

View all funds holding wisdomtreetrusdivd..