News + Filings Holdings
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Monterey Private Wealth, Inc.
> DGRW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | WisdomTree Trust | DGRW | 118,983 | 576 | 7,554,227,000 | -338,781,000 | $63,489.97 |
| 06/30/2023 | WisdomTree Trust | DGRW | 118,407 | 818 | 7,893,008,000 | 795,328,000 | $66,659.98 |
| 12/31/2022 | WisdomTree Trust | DGRW | 117,589 | 1,093 | 7,097,680,000 | 7,091,306,000 | $60,360.07 |
| 09/30/2022 | WisdomTree Trust | DGRW | 116,496 | 116,496 | 6,374,000 | 6,374,000 | $54.71 |
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