wisdomtreetrusdivd.. shares owned by Legacy Private Trust
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $448k | 5.0k | 88.96 |
| 2025-06-30 | $421k | 5.0k | 83.74 |
| 2025-03-31 | $402k | 5.0k | 79.86 |
| 2024-12-31 | $407k | 5.0k | 80.93 |
| 2024-09-30 | $419k | 5.0k | 83.21 |
| 2024-06-30 | $383k | 4.9k | 78.05 |
| 2024-03-31 | $374k | 4.9k | 76.19 |
| 2023-12-31 | $345k | 4.9k | 70.28 |
| 2023-09-30 | $311k | 4.9k | 63.49 |
| 2023-06-30 | $327k | 4.9k | 66.66 |
| 2023-03-31 | $306k | 4.9k | 62.34 |
| 2022-12-31 | $300k | 5.0k | 60.30 |
| 2022-09-30 | $268k | 5.0k | 53.87 |
| 2022-06-30 | $285k | 5.0k | 57.29 |
| 2022-03-31 | $326k | 5.1k | 63.61 |
| 2021-12-31 | $338k | 5.1k | 65.95 |
| 2021-09-30 | $302k | 5.1k | 58.93 |
| 2021-06-30 | $306k | 5.1k | 59.71 |
| 2021-03-31 | $298k | 5.2k | 57.25 |
| 2020-12-31 | $281k | 5.2k | 53.99 |
| 2020-09-30 | $260k | 5.3k | 49.48 |
| 2020-06-30 | $239k | 5.3k | 45.48 |
| 2020-03-31 | $204k | 5.3k | 38.82 |
| 2019-12-31 | $257k | 5.3k | 48.44 |
| 2019-09-30 | $242k | 5.4k | 45.11 |
| 2019-06-30 | $234k | 5.4k | 43.62 |
| 2019-03-31 | $231k | 5.4k | 43.06 |
| 2018-12-31 | $206k | 5.4k | 38.40 |
| 2018-09-30 | $250k | 5.6k | 44.37 |
| 2018-06-30 | $236k | 5.8k | 41.01 |
| 2018-03-31 | $232k | 5.8k | 40.31 |
| 2017-12-31 | $238k | 5.8k | 41.36 |
| 2017-09-30 | $222k | 5.8k | 38.14 |