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wisdomtreetrusdivd.. shares owned by Winter & Associates

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Winter & Associates from 13F filings

Historical chart of Winter & Associates investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Winter & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Winter & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.0M 46k 88.43

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Victory Portfolios Ii Short Trm Bd Etf (USTB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Fundamental Us S (FNDA)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Top 200 Etf (IWL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Winter & Associates

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Ameriprise Financial
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Wells Fargo & Company
Prime Capital Investment Advisors
Private Advisor
Colony
Huntington National Bank
Rockefeller Capital Management
Steward Partners Investment Advisory

View all funds holding wisdomtreetrusdivd..