Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

LongView Wealth Management »

wisdomtreetrusdivd.. shares owned by LongView Wealth Management

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

Historical chart of LongView Wealth Management investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in wisdomtreetrusdivd.. by LongView Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$380k	4.3k	88.97
2025-06-30	$284k	3.4k	83.73
2025-03-31	$244k	3.1k	79.85
2024-12-31	$232k	2.9k	80.94

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)

Ishares Tr Morningstar Grwt (ILCG)

Home Depot (HD)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Capital Group Growth Etf Shs Creation Uni (CGGR)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Genuine Parts Company (GPC)

Capital Group Dividend Value Shs Creation Uni (CGDV)

Vanguard Index Fds Growth Etf (VUG)

Ishares Tr Msci Intl Qualty (IQLT)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Capital Group Core Balanced SHS (CGBL)

Ishares Tr Ultra Short Dur (ICSH)

Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for LongView Wealth Management

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services

Ameriprise Financial

Hamilton Capital Management

Raymond James Financial

HighTower Advisors

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..

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z