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wisdomtreetrusdivd.. shares owned by Clear Creek Financial Management

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Clear Creek Financial Management from 13F filings

Historical chart of Clear Creek Financial Management investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Clear Creek Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Clear Creek Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 42k 88.96
2025-06-30 $3.3M 40k 83.74
2025-03-31 $3.0M 38k 79.86
2024-12-31 $2.8M 35k 80.93
2024-09-30 $2.7M 32k 83.21
2024-06-30 $2.3M 29k 78.05
2024-03-31 $1.9M 24k 76.19

More positions owned by Clear Creek Financial Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio Agrgte (SPAB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Msci Emg Mkt Etf (EEM)
NVIDIA Corporation (NVDA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)

View all positions for Clear Creek Financial Management

Top funds holding wisdomtreetrusdivd..

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

View all funds holding wisdomtreetrusdivd..