Lifestyle Asset Management, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Lifestyle Asset Management, Inc.

  • $174 Billion
  • Q2 2024

A detailed history of Lifestyle Asset Management, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 24,139 shares of DGRW stock, worth $2 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
24,139
Previous 18,179 32.79%
Holding current value
$2 Million
Previous $1.39 Billion 36.02%
% of portfolio
1.08%
Previous 0.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$72.31 - $79.02 $430,967 - $470,959
5,960 Added 32.79%
24,139 $1.88 Billion
Q1 2024

Apr 19, 2024
SELL
$69.56 - $76.3 $21,146 - $23,195
-304 Reduced 1.64%
18,179 $1.39 Billion
Q4 2023

Feb 12, 2024
BUY
$61.43 - $70.36 $1.14 Million - $1.3 Million
18,483 New
18,483 $1.3 Billion

Others Institutions Holding DGRW

# of Institutions
656
Shares Held
129M
Call Options Held
6.1K
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
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More about DGRW
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