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wisdomtreetrusdivd.. shares owned by Clark Asset Management

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

Historical chart of Clark Asset Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Clark Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $494k 5.5k 89.43
2025-09-30 $491k 5.5k 88.96
2025-06-30 $505k 6.0k 83.74
2025-03-31 $482k 6.0k 79.86

More positions owned by Clark Asset Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
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Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Clark Asset Management

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
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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..