wisdomtreetrusdivd.. shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in wisdomtreetrusdivd..
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Quarterly reported holdings in wisdomtreetrusdivd.. by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $345k | 4.5k | 76.19 |
| 2023-12-31 | $317k | 4.5k | 70.28 |
| 2023-09-30 | $283k | 4.5k | 63.49 |
| 2023-06-30 | $414k | 6.2k | 66.66 |
| 2023-03-31 | $434k | 7.0k | 62.34 |
| 2022-12-31 | $408k | 6.8k | 60.36 |
| 2022-09-30 | $352k | 6.5k | 53.82 |
| 2022-06-30 | $487k | 8.5k | 57.25 |
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