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wisdomtreetrusdivd.. shares owned by BFC Planning

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.6M 69k 95.62
2026-03-31 $6.4M 73k 87.84
2025-12-31 $6.5M 73k 89.43
2025-09-30 $221k 2.5k 88.95
2025-06-30 $212k 2.5k 83.76
2025-03-31 $197k 2.5k 79.87
2024-12-31 $205k 2.5k 80.93