wisdomtreetrusdivd.. shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 249k | 88.96 |
| 2025-06-30 | $23M | 274k | 83.73 |
| 2025-03-31 | $22M | 272k | 79.86 |
| 2024-12-31 | $21M | 257k | 80.93 |
| 2024-09-30 | $20M | 244k | 83.21 |
| 2024-06-30 | $19M | 239k | 78.05 |
| 2024-03-31 | $19M | 245k | 76.19 |
| 2023-12-31 | $43M | 605k | 70.27 |
| 2023-09-30 | $60M | 938k | 63.49 |
| 2023-06-30 | $66M | 994k | 66.65 |
| 2023-03-31 | $60M | 963k | 62.34 |
| 2022-12-31 | $57M | 940k | 60.36 |
| 2022-09-30 | $238k | 4.4k | 53.96 |
| 2022-06-30 | $222k | 3.9k | 57.17 |
| 2022-03-31 | $327k | 5.1k | 63.56 |
| 2021-12-31 | $338k | 5.1k | 65.69 |