Cm Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

Cm Wealth Advisors LLC

$304 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$69.56 - $76.3 $438,228 - $480,690	6,300 New	6,300 $479,000
Q2 2023 Aug 15, 2023	BUY	$61.86 - $66.66 $389,718 - $419,958	6,300 New	6,300 $419,000

Others Institutions Holding DGRW

# of Institutions

685

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.9M
Shares

$1.61 Billion
1.01% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$998 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$953 Million
0.43% of portfolio
Morgan Stanley New York, NY

8.38M
Shares

$713 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.64M
Shares

$565 Million
40.18% of portfolio

About WISDOMTREE TR US QUALITY DIVID

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