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wisdomtreetrusdivd.. shares owned by IAG Wealth Partners

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by IAG Wealth Partners from 13F filings

Historical chart of IAG Wealth Partners investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $11M 128k 87.84
2025-12-31 $11M 125k 89.43
2025-09-30 $10M 115k 88.96
2025-06-30 $9.2M 110k 83.74
2025-03-31 $8.4M 106k 79.86
2024-12-31 $7.8M 97k 80.93
2024-09-30 $7.2M 86k 83.21
2024-06-30 $6.2M 79k 78.05
2024-03-31 $5.4M 71k 76.19
2023-12-31 $4.6M 66k 70.28
2023-09-30 $3.8M 60k 63.49
2023-06-30 $4.0M 61k 66.66
2023-03-31 $3.6M 58k 62.34
2022-12-31 $29k 476 60.36
2022-09-30 $26k 476 54.62
2022-06-30 $27k 476 56.72
2022-03-31 $30k 476 63.03