WJ Wealth Management »

wisdomtreetrusdivd.. shares owned by WJ Wealth Management

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

Historical chart of WJ Wealth Management investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in wisdomtreetrusdivd.. by WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $333k 4.0k 83.21
2024-06-30 $312k 4.0k 78.05
2022-12-31 $6.7M 110k 60.36
2022-09-30 $5.2M 96k 53.98

More positions owned by WJ Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Harbor Etf Trust Long Term Grower (WINN)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr S&p 100 Etf (OEF)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)

View all positions for WJ Wealth Management

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
Bank of America Corporation
LPL Financial
Morgan Stanley
Hamilton Capital Management
HighTower Advisors
Raymond James Financial Services Advisors
Cetera Investment Advisers
Private Advisor
Royal Bank of Canada
Wells Fargo & Company
Kovitz Investment Group Partners
One Capital Management
Raymond James & Associates
Envestnet Asset Management

View all funds holding wisdomtreetrusdivd..