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wisdomtreetrusdivd.. shares owned by Strait & Sound Wealth Management

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Strait & Sound Wealth Management from 13F filings

Historical chart of Strait & Sound Wealth Management investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Strait & Sound Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Strait & Sound Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 13k 88.96
2025-06-30 $942k 11k 83.74
2025-03-31 $777k 9.7k 79.86
2024-12-31 $416k 5.1k 80.93
2024-09-30 $390k 4.7k 83.21