wisdomtreetrusdivd.. shares owned by Fiduciary Planning
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Fiduciary Planning
from 13F filings
Historical chart of Fiduciary Planning investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Fiduciary Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 551k | 88.96 |
| 2025-06-30 | $44M | 521k | 83.74 |
| 2025-03-31 | $44M | 554k | 79.86 |
| 2024-12-31 | $43M | 528k | 80.93 |
| 2024-09-30 | $42M | 502k | 83.21 |
| 2024-06-30 | $38M | 484k | 78.05 |
| 2024-03-31 | $35M | 462k | 76.19 |
| 2023-12-31 | $31M | 447k | 70.28 |
| 2023-09-30 | $9.2M | 145k | 63.49 |