wisdomtreetrusdivd.. shares owned by Palo Alto Wealth Advisors
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Palo Alto Wealth Advisors
from 13F filings
Historical chart of Palo Alto Wealth Advisors investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Palo Alto Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 237k | 89.63 |
| 2025-06-30 | $19M | 230k | 83.74 |
| 2025-03-31 | $18M | 226k | 80.41 |
| 2024-12-31 | $17M | 215k | 80.97 |
| 2024-09-30 | $17M | 206k | 84.18 |
| 2024-06-30 | $16M | 206k | 78.05 |
| 2024-03-31 | $16M | 204k | 76.19 |
| 2023-12-31 | $15M | 209k | 70.28 |
| 2023-09-30 | $13M | 211k | 63.49 |
| 2023-06-30 | $14M | 206k | 66.66 |
| 2023-03-31 | $12M | 199k | 62.34 |
| 2022-12-31 | $12M | 194k | 60.36 |