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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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Quarterly reported holdings in wisdomtreetrusdivd.. by Amplius Wealth Advisors

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