wisdomtreetrusdivd.. shares owned by HB Wealth Management
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 277k | 88.96 |
| 2025-06-30 | $23M | 277k | 83.74 |
| 2025-03-31 | $19M | 240k | 79.86 |
| 2024-12-31 | $20M | 249k | 80.93 |
| 2024-09-30 | $21M | 256k | 83.21 |
| 2024-06-30 | $20M | 261k | 78.05 |
| 2024-03-31 | $20M | 267k | 76.19 |
| 2023-12-31 | $19M | 276k | 70.28 |
| 2023-09-30 | $18M | 278k | 63.49 |
| 2023-06-30 | $19M | 284k | 66.66 |
| 2023-03-31 | $18M | 293k | 62.34 |
| 2022-12-31 | $18M | 304k | 60.36 |
| 2022-09-30 | $16M | 304k | 53.91 |
| 2022-06-30 | $13M | 220k | 57.31 |
| 2022-03-31 | $13M | 209k | 63.67 |
| 2021-12-31 | $14M | 209k | 65.86 |
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