wisdomtreetrusdivd.. shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33M | 367k | 88.96 |
| 2025-06-30 | $32M | 378k | 83.74 |
| 2025-03-31 | $29M | 362k | 79.86 |
| 2024-12-31 | $22M | 268k | 80.93 |
| 2024-09-30 | $22M | 261k | 83.21 |
| 2024-06-30 | $20M | 258k | 78.05 |
| 2024-03-31 | $20M | 256k | 76.19 |
| 2023-12-31 | $19M | 264k | 70.28 |
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