wisdomtreetrusdivd.. shares owned by ORBA Wealth Advisors
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by ORBA Wealth Advisors
from 13F filings
Historical chart of ORBA Wealth Advisors investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by ORBA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 49k | 88.96 |
| 2025-06-30 | $4.1M | 49k | 83.74 |
| 2025-03-31 | $8.6M | 107k | 79.86 |
| 2024-12-31 | $7.6M | 94k | 80.93 |
| 2024-09-30 | $8.1M | 98k | 83.21 |
| 2024-06-30 | $7.5M | 96k | 78.05 |
| 2024-03-31 | $6.9M | 91k | 76.19 |
| 2023-12-31 | $6.2M | 89k | 70.28 |