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wisdomtreetrusdivd.. shares owned by Williams Financial

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Williams Financial from 13F filings

Historical chart of Williams Financial investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Williams Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Williams Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 140k 89.43

More positions owned by Williams Financial

J P Morgan Exchange Traded Income Etf (JPIE)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index Allwrld Ex Us (VEU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Spdr Series Trust State Street Spd (SJNK)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Williams Financial

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
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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..