wisdomtreetrusdivd.. shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $11M | 112k | 95.62 |
| 2026-03-31 | $11M | 120k | 87.84 |
| 2025-12-31 | $11M | 118k | 89.43 |
| 2025-09-30 | $10M | 117k | 88.96 |
| 2025-06-30 | $20M | 239k | 83.74 |
| 2025-03-31 | $17M | 218k | 79.86 |
| 2024-12-31 | $15M | 180k | 80.93 |
| 2024-09-30 | $15M | 180k | 83.21 |
| 2024-06-30 | $9.3M | 119k | 78.05 |
| 2024-03-31 | $9.0M | 118k | 76.19 |
| 2023-12-31 | $14M | 192k | 70.28 |
| 2023-09-30 | $12M | 182k | 63.49 |
| 2023-06-30 | $12M | 119k | 98.20 |
| 2023-03-31 | $11M | 175k | 62.34 |
| 2022-12-31 | $9.6M | 159k | 60.36 |
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