wisdomtreetrusdivd.. shares owned by ValMark Advisers
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $756k | 8.5k | 88.96 |
| 2025-06-30 | $687k | 8.2k | 83.74 |
| 2025-03-31 | $703k | 8.8k | 79.86 |
| 2024-12-31 | $737k | 9.1k | 80.93 |
| 2024-09-30 | $3.9M | 46k | 83.21 |
| 2024-06-30 | $6.2M | 80k | 78.05 |
| 2024-03-31 | $4.2M | 55k | 76.19 |
| 2023-12-31 | $3.8M | 53k | 70.28 |
| 2023-09-30 | $344k | 5.4k | 63.49 |
| 2023-06-30 | $1.2M | 18k | 66.66 |
| 2023-03-31 | $3.6M | 58k | 62.34 |
| 2022-12-31 | $3.5M | 57k | 60.36 |
| 2022-09-30 | $250k | 4.6k | 53.94 |