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wisdomtreetrusdivd.. shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 12k 87.84
2025-12-31 $1.1M 12k 89.43
2025-09-30 $966k 11k 88.96
2025-06-30 $910k 11k 83.74
2025-03-31 $873k 11k 79.86
2024-12-31 $1.6M 20k 80.93
2024-09-30 $740k 8.9k 83.21
2024-06-30 $695k 8.9k 78.05
2024-03-31 $693k 9.1k 76.19
2023-12-31 $637k 9.1k 70.28
2022-03-31 $394k 6.2k 63.72
2021-12-31 $505k 7.7k 65.82