wisdomtreetrusdivd.. shares owned by Beacon Financial
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in wisdomtreetrusdivd..
Tip: Access up to 7 years of quarterly data
All positions including wisdomtreetrusdivd.. held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in wisdomtreetrusdivd.. by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $55M | 679k | 80.93 |
| 2024-09-30 | $57M | 687k | 83.21 |
| 2024-06-30 | $55M | 701k | 78.05 |
| 2024-03-31 | $54M | 706k | 76.19 |
| 2023-12-31 | $55M | 780k | 70.28 |
| 2023-09-30 | $42M | 628k | 67.04 |
| 2023-06-30 | $42M | 634k | 65.97 |
| 2023-03-31 | $40M | 639k | 62.45 |
| 2022-12-31 | $40M | 657k | 60.36 |
| 2022-09-30 | $35M | 562k | 62.50 |
| 2022-06-30 | $33M | 562k | 58.04 |
| 2022-03-31 | $35M | 547k | 64.32 |
| 2021-12-31 | $36M | 540k | 65.87 |
| 2021-09-30 | $31M | 509k | 60.35 |
| 2021-06-30 | $31M | 508k | 60.48 |
| 2021-03-31 | $33M | 601k | 54.59 |
| 2020-12-31 | $33M | 601k | 54.59 |
| 2020-09-30 | $30M | 609k | 49.57 |
| 2020-06-30 | $28M | 620k | 44.83 |
| 2020-03-31 | $34M | 852k | 39.50 |
| 2019-12-31 | $42M | 861k | 48.47 |
| 2019-09-30 | $39M | 873k | 44.89 |
| 2019-06-30 | $43M | 986k | 43.65 |
| 2019-03-31 | $42M | 985k | 43.06 |
| 2018-12-31 | $42M | 1.1M | 37.99 |
| 2018-09-30 | $44M | 986k | 44.33 |
| 2018-06-30 | $37M | 911k | 41.01 |
| 2018-03-31 | $36M | 901k | 40.36 |
| 2017-12-31 | $16M | 388k | 41.43 |