Collaborative Wealth Managment Inc.
Position in DGRS — WisdomTree U.S. SmallCap Quality Dividend Growth Fund
CIK 1896419
LAKE MARY, FL
All Filings in DGRS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DGRS | $413,880 | 8,341 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 DGRS | $532,287 | 10,650 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 DGRS | $563,953 | 12,115 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 DGRS | $631,888 | 13,589 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 DGRS | $741,707 | 14,478 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DGRS | $812,112 | 15,760 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DGRS | $838,181 | 17,792 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 DGRS | $1,043,085 | 21,013 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 DGRS | $1,267,169 | 26,711 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 DGRS | $1,204,725 | 29,248 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 DGRS | $1,321,058 | 31,135 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 DGRS | $1,170,237 | 28,151 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 DGRS | $969,020 | 24,099 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 DGRS | $735,824 | 20,468 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 DGRS | $753,554 | 18,986 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 DGRS | $617,324 | 12,969 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 DGRS | $697,828 | 15,157 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||