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wisdomtreetrusdivd.. shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $874k 12k 70.28
2023-09-30 $840k 13k 63.49
2023-06-30 $1.0M 16k 66.66
2023-03-31 $997k 16k 62.34
2022-12-31 $1.2M 20k 60.36
2022-09-30 $1.1M 20k 53.90
2022-06-30 $1.3M 23k 57.29
2021-12-31 $1.5M 23k 65.84
2021-03-31 $1.5M 23k 63.66