wisdomtreetrusdivd.. shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.2M | 111k | 83.21 |
| 2024-06-30 | $8.7M | 111k | 78.05 |
| 2024-03-31 | $8.1M | 107k | 76.19 |
| 2023-12-31 | $7.6M | 108k | 70.28 |
| 2023-09-30 | $6.8M | 106k | 63.49 |
| 2023-06-30 | $7.1M | 107k | 66.66 |
| 2023-03-31 | $7.7M | 123k | 62.34 |
| 2022-12-31 | $8.4M | 140k | 60.36 |
| 2022-09-30 | $6.8M | 127k | 53.91 |
| 2022-06-30 | $6.8M | 119k | 57.31 |
| 2022-03-31 | $7.0M | 109k | 63.67 |
| 2021-12-31 | $7.2M | 110k | 65.86 |
| 2021-09-30 | $6.3M | 107k | 58.84 |
| 2021-06-30 | $6.0M | 100k | 59.67 |
| 2021-03-31 | $5.6M | 98k | 57.19 |
| 2020-12-31 | $5.1M | 95k | 53.96 |
| 2020-09-30 | $4.3M | 87k | 49.56 |
| 2020-06-30 | $3.5M | 78k | 45.49 |
| 2020-03-31 | $2.8M | 72k | 38.91 |
| 2019-12-31 | $3.5M | 73k | 48.47 |
| 2019-09-30 | $3.0M | 67k | 45.09 |
| 2019-06-30 | $5.4M | 124k | 43.65 |
| 2019-03-31 | $5.4M | 125k | 43.06 |
| 2018-12-31 | $6.1M | 160k | 38.33 |