Objective Capital Management »

wisdomtreetrusdivd.. shares owned by Objective Capital Management

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

Historical chart of Objective Capital Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Objective Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $434k 4.9k 88.95
2025-06-30 $406k 4.8k 83.74
2025-03-31 $386k 4.8k 79.86
2024-12-31 $388k 4.8k 80.93
2024-09-30 $281k 3.4k 83.21
2024-03-31 $243k 3.2k 76.20

More positions owned by Objective Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Large Cap Etf (VV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Select Sector Spdr Tr Technology (XLK)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Objective Capital Management

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Morgan Stanley
Ameriprise Financial
Hamilton Capital Management
Raymond James Financial
HighTower Advisors
UBS Group
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..