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wisdomtreetrusdivd.. shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in wisdomtreetrusdivd..

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All positions including wisdomtreetrusdivd.. held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in wisdomtreetrusdivd.. by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6M 74k 88.96
2025-06-30 $4.3M 52k 83.74
2025-03-31 $4.3M 54k 79.86
2024-12-31 $4.2M 52k 80.93
2024-09-30 $454k 5.5k 83.21
2024-06-30 $349k 4.5k 78.05
2024-03-31 $287k 3.8k 76.19