Holdings in WTRG
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$19,257,985 |
502,033 |
+1745.1%
|
Shares |
Defined |
2026-02-13 |
| 2024-06-30 |
$1,015,711 |
27,209 |
-69.1%
|
Shares |
Defined |
2024-08-14 |
| 2023-09-30 |
$3,020,490 |
87,984 |
+58.5%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$2,214,725 |
55,493 |
+156.2%
|
Shares |
Defined |
2023-08-14 |
| 2022-03-31 |
$1,107,526 |
21,661 |
+30.7%
|
Shares |
Defined |
2022-05-16 |
| 2021-06-30 |
$757,477 |
16,575 |
-36.3%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$1,164,081 |
26,013 |
+227.2%
|
Shares |
Defined |
2021-05-17 |
| 2020-09-30 |
$320,027 |
7,951 |
-40.6%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$565,128 |
13,379 |
-79.3%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$2,632,109 |
64,671 |
—
|
Shares |
Defined |
2020-05-15 |