wisdomtreetrusdivd.. shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $741k | 8.3k | 88.96 |
| 2025-06-30 | $697k | 8.3k | 83.74 |
| 2025-03-31 | $665k | 8.3k | 79.86 |
| 2024-12-31 | $674k | 8.3k | 80.93 |
| 2024-09-30 | $693k | 8.3k | 83.21 |
| 2024-06-30 | $650k | 8.3k | 78.05 |
| 2024-03-31 | $634k | 8.3k | 76.19 |
| 2023-12-31 | $585k | 8.3k | 70.28 |
| 2023-09-30 | $529k | 8.3k | 63.49 |
| 2023-06-30 | $555k | 8.3k | 66.66 |
| 2023-03-31 | $543k | 8.7k | 62.34 |
| 2022-12-31 | $560k | 9.3k | 60.36 |
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