Cdm Financial Counseling Services »

wisdomtreetrusdivd.. shares owned by Cdm Financial Counseling Services

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Cdm Financial Counseling Services from 13F filings

Historical chart of Cdm Financial Counseling Services investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

All positions including wisdomtreetrusdivd.. held by Cdm Financial Counseling Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in wisdomtreetrusdivd.. by Cdm Financial Counseling Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $625k 7.0k 89.43

More positions owned by Cdm Financial Counseling Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr State Street Com (XLC)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr State Street Con (XLY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Visa Com Cl A (V)
Raytheon Technologies Corp (RTX)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Cdm Financial Counseling Services

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
Kovitz Investment Group Partners
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..