Wealth Management Associates »

wisdomtreetrusdivd.. shares owned by Wealth Management Associates

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Wealth Management Associates from 13F filings

Historical chart of Wealth Management Associates investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

All positions including wisdomtreetrusdivd.. held by Wealth Management Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in wisdomtreetrusdivd.. by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $698k 7.8k 89.43
2025-09-30 $694k 7.8k 88.96
2025-06-30 $647k 7.7k 83.74
2025-03-31 $606k 7.6k 79.86
2024-12-31 $609k 7.5k 80.93
2024-09-30 $626k 7.5k 83.21
2024-06-30 $586k 7.5k 78.05
2024-03-31 $586k 7.5k 78.05
2023-12-31 $527k 7.5k 70.28
2023-09-30 $475k 7.5k 63.49
2023-06-30 $499k 7.5k 66.66
2023-03-31 $453k 7.3k 62.34
2022-12-31 $420k 7.0k 60.36
2022-09-30 $375k 7.0k 53.91
2022-06-30 $398k 6.9k 57.31
2022-03-31 $460k 7.2k 63.67
2021-12-31 $475k 7.2k 65.86
2021-09-30 $418k 7.1k 58.84
2021-06-30 $424k 7.1k 59.67
2021-03-31 $406k 7.1k 57.19
2020-12-31 $382k 7.1k 53.96
2020-09-30 $357k 7.2k 49.57
2020-06-30 $334k 7.3k 45.49
2020-03-31 $286k 7.4k 38.91
2019-12-31 $346k 7.1k 48.47
2019-09-30 $323k 7.2k 45.09
2019-06-30 $300k 6.9k 43.65
2019-03-31 $297k 6.9k 43.06
2018-12-31 $266k 6.9k 38.33