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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All positions including wisdomtreetrusdivd.. held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |