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wisdomtreetrusdivd.. shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.9M 52k 95.62

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Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding wisdomtreetrusdivd..

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

View all funds holding wisdomtreetrusdivd..