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wisdomtreetrusdivd.. shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 46k 88.96
2025-06-30 $5.3M 64k 83.72
2025-03-31 $3.4M 43k 79.86
2024-12-31 $551k 6.8k 80.93

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core Msci Eafe Etf Etf (IEFA)
Access Treasury 0-1 Year Etf Etf (GBIL)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Nvidia Corporation Stock (NVDA)
Amazon.com Stock (AMZN)

View all positions for Waterway 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..