wisdomtreetrusdivd.. shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.1M | 14k | 80.93 |
| 2024-09-30 | $1.1M | 13k | 83.21 |
| 2024-06-30 | $882k | 11k | 78.05 |
| 2024-03-31 | $877k | 12k | 76.19 |
| 2023-12-31 | $808k | 12k | 70.28 |
| 2023-09-30 | $623k | 9.8k | 63.49 |
| 2023-06-30 | $680k | 10k | 66.66 |
| 2023-03-31 | $597k | 9.6k | 62.34 |
| 2022-12-31 | $511k | 8.5k | 60.36 |
| 2022-09-30 | $371k | 6.9k | 53.96 |
| 2022-06-30 | $397k | 6.9k | 57.34 |
| 2022-03-31 | $380k | 6.0k | 63.75 |
| 2021-12-31 | $360k | 5.5k | 65.95 |
| 2021-09-30 | $312k | 5.3k | 58.79 |
| 2021-06-30 | $253k | 4.2k | 59.70 |
| 2021-03-31 | $320k | 5.6k | 57.12 |
| 2020-12-31 | $580k | 11k | 54.03 |
| 2020-09-30 | $590k | 12k | 49.59 |
| 2020-06-30 | $502k | 11k | 45.46 |
| 2020-03-31 | $409k | 11k | 38.89 |
| 2019-12-31 | $50k | 1.0k | 48.54 |
| 2019-09-30 | $20k | 444 | 45.05 |
| 2018-09-30 | $28k | 635 | 44.09 |
| 2018-06-30 | $26k | 635 | 40.94 |
| 2018-03-31 | $182k | 4.6k | 39.33 |
| 2017-12-31 | $137k | 3.3k | 42.10 |
| 2017-09-30 | $79k | 2.0k | 38.63 |
| 2017-06-30 | $50k | 1.3k | 37.17 |
| 2017-03-31 | $88k | 2.5k | 35.46 |
| 2016-12-31 | $84k | 2.5k | 33.84 |
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