wisdomtreetrusdivd.. shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $318k | 3.6k | 88.97 |
| 2025-06-30 | $299k | 3.6k | 83.73 |
| 2025-03-31 | $286k | 3.6k | 79.86 |
| 2024-12-31 | $296k | 3.7k | 80.94 |
| 2024-09-30 | $304k | 3.7k | 83.20 |
| 2024-06-30 | $286k | 3.7k | 78.05 |
| 2024-03-31 | $279k | 3.7k | 76.20 |
| 2023-12-31 | $257k | 3.7k | 70.28 |
| 2023-09-30 | $232k | 3.7k | 63.49 |
| 2023-06-30 | $244k | 3.7k | 66.66 |
| 2023-03-31 | $223k | 3.6k | 62.34 |
| 2022-12-31 | $215k | 3.6k | 60.35 |
| 2022-06-30 | $237k | 4.1k | 57.27 |
| 2022-03-31 | $262k | 4.1k | 63.72 |
| 2021-12-31 | $271k | 4.1k | 65.92 |
| 2021-09-30 | $42k | 710 | 59.15 |
| 2021-06-30 | $42k | 709 | 59.24 |
| 2021-03-31 | $41k | 708 | 57.91 |
| 2020-12-31 | $38k | 708 | 53.67 |
More positions owned by Charter Oak Capital Management
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