wisdomtreetrusdivd.. shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $73M | 819k | 88.96 |
| 2025-06-30 | $69M | 821k | 83.74 |
| 2025-03-31 | $64M | 804k | 79.86 |
| 2024-12-31 | $64M | 785k | 80.93 |
| 2024-09-30 | $65M | 785k | 83.21 |
| 2024-06-30 | $61M | 775k | 78.05 |
| 2024-03-31 | $61M | 805k | 76.19 |
| 2023-12-31 | $51M | 720k | 70.28 |
| 2023-09-30 | $46M | 720k | 63.49 |
| 2023-06-30 | $46M | 695k | 66.66 |
| 2023-03-31 | $3.0M | 48k | 62.34 |