Avantra Family Wealth »

wisdomtreetrusdivd.. shares owned by Avantra Family Wealth

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

Historical chart of Avantra Family Wealth investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in wisdomtreetrusdivd.. by Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 12k 88.96
2025-06-30 $1.0M 12k 83.74
2025-03-31 $965k 12k 79.86
2024-12-31 $951k 12k 80.93