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wisdomtreetrusdivd.. shares owned by SK Wealth Management

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

Historical chart of SK Wealth Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by SK Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 308k 88.70
2025-06-30 $25M 293k 85.19
2025-03-31 $21M 289k 73.67
2024-12-31 $23M 289k 80.93
2024-09-30 $24M 288k 81.86

More positions owned by SK Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Flexshares Tr Stox Gbl Esg Slt (ESGG)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Msci Leadr (SUSL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ssga Active Tr Spdr Blackstone (HYBL)
Fidelity Covington Trust Fundamental Smal (FFSM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for SK Wealth 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..