wisdomtreetrusdivd.. shares owned by IAM Advisory
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by IAM Advisory
from 13F filings
Historical chart of IAM Advisory investment in wisdomtreetrusdivd..
Tip: Access up to 7 years of quarterly data
All positions including wisdomtreetrusdivd.. held by IAM Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in wisdomtreetrusdivd.. by IAM Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $71M | 801k | 88.96 |
| 2025-06-30 | $67M | 795k | 83.74 |
| 2025-03-31 | $63M | 783k | 79.86 |
| 2024-12-31 | $64M | 788k | 80.93 |
| 2024-09-30 | $65M | 781k | 83.21 |
| 2024-06-30 | $60M | 772k | 78.05 |
| 2024-03-31 | $21M | 275k | 76.19 |
| 2023-12-31 | $20M | 277k | 70.28 |
| 2023-09-30 | $18M | 275k | 63.49 |