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wisdomtreetrusdivd.. shares owned by Duncan Williams Asset Management

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

Historical chart of Duncan Williams Asset Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 149k 83.21
2024-06-30 $8.9M 114k 78.05
2024-03-31 $7.8M 103k 76.19

More positions owned by Duncan Williams Asset Management

Vanguard Growth Etf Etf (VUG)
Schwab Us Dividend Equity Etf Etf (SCHD)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
First Horizon Corporation Stock (FHN)
Powershares Qqq Tr Etf (QQQ)
Vanguard Value Etf Etf (VTV)
Autozone Inc Nev Stock (AZO)
Amazon.com Stock (AMZN)
Vanguard Dividend Appreciation Etf Etf (VIG)
Proshares Tr Pshs Cs 130/30 Etf (CSM)
Pimco Dynamic Income Cef (PDI)
Kkr & Co Stock (KKR)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)

View all positions for Duncan Williams Asset Management

Top funds holding wisdomtreetrusdivd..

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

View all funds holding wisdomtreetrusdivd..