wisdomtreetrusdivd.. shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $910k | 10k | 88.96 |
| 2025-06-30 | $873k | 10k | 83.74 |
| 2025-03-31 | $845k | 11k | 79.86 |
| 2024-12-31 | $888k | 11k | 80.93 |
| 2024-09-30 | $927k | 11k | 83.21 |
| 2024-06-30 | $883k | 11k | 78.05 |
| 2024-03-31 | $887k | 12k | 76.19 |
| 2023-12-31 | $874k | 12k | 70.28 |
| 2023-09-30 | $840k | 13k | 63.49 |
| 2023-06-30 | $1.0M | 16k | 66.66 |
| 2023-03-31 | $997k | 16k | 62.34 |
| 2022-12-31 | $1.2M | 20k | 60.36 |
| 2022-09-30 | $1.1M | 20k | 53.90 |
| 2022-06-30 | $1.3M | 23k | 57.29 |
| 2021-12-31 | $1.5M | 23k | 65.84 |
| 2021-03-31 | $1.5M | 23k | 63.66 |
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