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wisdomtreetrusdivd.. shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $58M 665k 87.84
2025-12-31 $432k 4.8k 89.43
2025-09-30 $403k 4.5k 88.96
2025-06-30 $349k 4.2k 83.74
2025-03-31 $237k 3.0k 79.86
2024-12-31 $70M 866k 80.93
2024-03-31 $325k 4.3k 76.19
2021-12-31 $259k 3.9k 65.94
2019-12-31 $2.6M 54k 48.46