wisdomtreetrusdivd.. shares owned by Sontag Advisory
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 123k | 88.96 |
| 2025-06-30 | $11M | 126k | 83.74 |
| 2025-03-31 | $10M | 128k | 79.86 |
| 2024-12-31 | $11M | 140k | 80.93 |
| 2024-09-30 | $12M | 140k | 83.21 |
| 2024-06-30 | $10M | 132k | 78.05 |
| 2024-03-31 | $13M | 172k | 76.19 |
| 2023-12-31 | $13M | 177k | 70.28 |
| 2023-09-30 | $12M | 182k | 63.49 |
| 2023-06-30 | $12M | 187k | 66.66 |
| 2023-03-31 | $12M | 194k | 62.34 |
| 2022-12-31 | $12M | 205k | 60.36 |
| 2022-09-30 | $11M | 208k | 53.91 |
| 2022-06-30 | $12M | 211k | 57.31 |
| 2022-03-31 | $13M | 211k | 63.67 |
| 2021-12-31 | $14M | 212k | 65.86 |
| 2021-09-30 | $10M | 171k | 58.84 |
| 2021-06-30 | $11M | 188k | 59.67 |
| 2021-03-31 | $11M | 191k | 57.19 |
| 2020-12-31 | $11M | 195k | 53.96 |
| 2020-09-30 | $8.8M | 178k | 49.57 |
| 2020-06-30 | $8.1M | 178k | 45.49 |
| 2020-03-31 | $7.0M | 181k | 38.91 |
| 2019-12-31 | $210k | 4.3k | 48.55 |