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wisdomtreetrusdivd.. shares owned by MOR Wealth Management

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

Historical chart of MOR Wealth Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by MOR Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $19M 212k 89.43

More positions owned by MOR Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Mid Cap Etf (VO)
Accenture Plc Ireland Shs Class A (ACN)
Apple (AAPL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Texas Pacific Land Corp (TPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Esg Aware Msci (ESML)

View all positions for MOR Wealth Management

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Ameriprise Financial
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Wells Fargo & Company
Prime Capital Investment Advisors
Private Advisor
Colony
Wealth Enhancement Advisory Services
Huntington National Bank

View all funds holding wisdomtreetrusdivd..