wisdomtreetrusdivd.. shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $302k | 4.0k | 75.27 |
| 2023-12-31 | $311k | 4.3k | 72.33 |
| 2023-09-30 | $356k | 5.3k | 66.67 |
| 2023-06-30 | $342k | 5.2k | 66.39 |
| 2023-03-31 | $2.2M | 35k | 62.75 |
| 2022-12-31 | $2.0M | 33k | 60.35 |