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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..

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All positions including wisdomtreetrusdivd.. held by Summit Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
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