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wisdomtreetrusdivd.. shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth investment in wisdomtreetrusdivd..

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

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Quarterly reported holdings in wisdomtreetrusdivd.. by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1M 120k 76.19
2023-12-31 $8.4M 120k 70.28
2023-09-30 $7.6M 119k 63.49
2023-06-30 $7.9M 118k 66.66
2023-03-31 $7.3M 118k 62.34
2022-12-31 $7.1M 118k 60.36
2022-09-30 $6.4M 117k 54.71