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wisdomtreetrusdivd.. shares owned by Horizon Wealth Management

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

Historical chart of Horizon Wealth Management investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Horizon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $43M 519k 83.21
2024-06-30 $21M 265k 78.05
2022-06-30 $6.8M 119k 57.31
2022-03-31 $7.8M 123k 63.67
2021-12-31 $8.3M 126k 65.86

More positions owned by Horizon Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Pfd And Incm Sec (PFF)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Jp Mrgn Em Hi Bd (EMHY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Horizon Wealth 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..