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wisdomtreetrusdivd.. shares owned by Sage Private Wealth Group

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Sage Private Wealth Group from 13F filings

Historical chart of Sage Private Wealth Group investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 219k 88.96
2025-06-30 $36M 426k 83.74
2025-03-31 $19M 242k 79.86
2024-12-31 $20M 243k 80.93
2024-09-30 $21M 256k 83.21
2024-06-30 $21M 264k 78.05
2024-03-31 $15M 202k 76.19
2023-12-31 $13M 191k 70.28