wisdomtreetrusdivd.. shares owned by Creative Planning
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.4M | 77k | 70.28 |
| 2023-09-30 | $4.7M | 74k | 63.49 |
| 2023-06-30 | $5.2M | 79k | 66.66 |
| 2023-03-31 | $5.5M | 88k | 62.34 |
| 2022-12-31 | $6.6M | 110k | 60.36 |
| 2022-09-30 | $10M | 187k | 53.91 |
| 2022-06-30 | $12M | 208k | 57.31 |
| 2022-03-31 | $15M | 231k | 63.67 |
| 2021-12-31 | $24M | 370k | 65.86 |
| 2021-09-30 | $878k | 15k | 58.86 |
| 2021-06-30 | $724k | 12k | 59.65 |
| 2021-03-31 | $1.1M | 19k | 57.21 |
| 2020-12-31 | $964k | 18k | 53.98 |
| 2020-09-30 | $881k | 18k | 49.59 |
| 2020-06-30 | $576k | 13k | 45.49 |
| 2020-03-31 | $383k | 9.8k | 38.93 |
| 2019-12-31 | $421k | 8.7k | 48.46 |
| 2019-09-30 | $425k | 9.4k | 45.05 |
| 2019-06-30 | $372k | 8.5k | 43.68 |
| 2019-03-31 | $336k | 7.8k | 43.12 |
| 2018-12-31 | $473k | 12k | 38.29 |
| 2017-06-30 | $11k | 300 | 36.67 |
| 2017-03-31 | $135k | 3.8k | 35.56 |
| 2016-12-31 | $150k | 4.5k | 33.33 |
| 2016-09-30 | $10k | 300 | 33.33 |
| 2016-06-30 | $0 | 0 | 0.00 |
| 2016-03-31 | $69k | 2.2k | 31.36 |
| 2015-12-31 | $0 | 0 | 0.00 |
| 2015-09-30 | $0 | 0 | 0.00 |