wisdomtreetrusdivd.. shares owned by Summit Investment Advisory Services
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Summit Investment Advisory Services
from 13F filings
Historical chart of Summit Investment Advisory Services investment in wisdomtreetrusdivd..
Tip: Access up to 7 years of quarterly data
All positions including wisdomtreetrusdivd.. held by Summit Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in wisdomtreetrusdivd.. by Summit Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 23k | 83.74 |
| 2025-06-30 | $1.9M | 23k | 83.74 |
| 2025-03-31 | $1.8M | 23k | 79.86 |
| 2024-12-31 | $1.8M | 22k | 80.93 |
| 2024-09-30 | $1.8M | 22k | 83.21 |
| 2024-03-31 | $901k | 12k | 76.19 |
| 2023-12-31 | $751k | 11k | 70.28 |
| 2023-09-30 | $260k | 4.1k | 63.49 |
| 2023-06-30 | $275k | 4.1k | 66.67 |
| 2023-03-31 | $310k | 5.0k | 62.34 |
| 2022-12-31 | $297k | 4.9k | 60.36 |
More positions owned by Summit Investment Advisory Services
View all positions for Summit Investment Advisory Services