wisdomtreetrusdivd.. shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in wisdomtreetrusdivd..
Tip: Access up to 7 years of quarterly data
All positions including wisdomtreetrusdivd.. held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in wisdomtreetrusdivd.. by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 26k | 88.96 |
| 2025-06-30 | $1.9M | 23k | 83.74 |
| 2025-03-31 | $2.5M | 31k | 79.86 |
| 2024-12-31 | $3.4M | 42k | 80.93 |
| 2024-09-30 | $8.2M | 98k | 83.21 |
| 2024-06-30 | $11M | 136k | 78.05 |
| 2024-03-31 | $8.8M | 115k | 76.19 |