wisdomtreetrusdivd.. shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 16k | 70.28 |
| 2023-09-30 | $971k | 15k | 63.49 |
| 2023-06-30 | $437k | 6.6k | 66.66 |
| 2023-03-31 | $879k | 14k | 62.34 |
| 2022-12-31 | $1.4M | 23k | 63.31 |
| 2022-09-30 | $1.3M | 22k | 62.04 |
| 2022-03-31 | $1.3M | 22k | 61.28 |
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