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wisdomtreetrusdivd.. shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 59k 70.28
2023-09-30 $3.3M 53k 63.49
2023-06-30 $3.5M 53k 66.66
2023-03-31 $3.3M 54k 62.34
2022-12-31 $3.3M 55k 60.36
2022-09-30 $2.9M 53k 53.92
2022-06-30 $3.7M 64k 57.30
2022-03-31 $3.9M 62k 63.68
2021-12-31 $4.2M 63k 65.87
2021-09-30 $3.6M 62k 58.83
2021-06-30 $3.8M 63k 59.67
2021-03-31 $3.6M 63k 57.19
2020-12-31 $2.2M 41k 53.97
2020-09-30 $2.0M 40k 49.68
2020-06-30 $1.5M 33k 45.51
2019-09-30 $3.0k 57 52.63
2019-06-30 $2.0k 57 35.09
2019-03-31 $2.0k 57 35.09