Highline Wealth Partners »

wisdomtreetrusdivd.. shares owned by Highline Wealth Partners

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Highline Wealth Partners from 13F filings

Historical chart of Highline Wealth Partners investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

All positions including wisdomtreetrusdivd.. held by Highline Wealth Partners 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 413 83.21
2024-06-30 $32k 413 78.05

More positions owned by Highline Wealth Partners

JPMorgan Ultra-Short Income ETF Etf (JPST)
Nvidia Corporation Stock (NVDA)
Janus Henderson AAA CLO ETF Etf (JAAA)
Vanguard S&P 500 ETF Etf (VOO)
Apple Inc Com/Inv Stock (AAPL)
Vanguard Russell 1000 Value ETF Etf (VONV)
Microsoft Corp Stock (MSFT)
iShares Core MSCI EAFE ETF Etf (IEFA)
Invesco QQQ Trust Etf (QQQ)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
iShares U.S. Treasury Bond ETF Etf (GOVT)
Costco Whsl Corp/N Stock (COST)
Global X 1-3 Month T-Bill ETF Etf (CLIP)
iShares Core MSCI Emerging Mkts ETF Etf (IEMG)

View all positions for Highline Wealth Partners

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..