Fiduciary Planning »

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..

Tip: Access up to 7 years of quarterly data

All positions including wisdomtreetrusdivd.. held by Fiduciary Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in wisdomtreetrusdivd.. by Fiduciary Planning

Quarter filed Position value Share count Share price at filing
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