Talisman Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

Talisman Wealth Advisors LLC

$86.2 Million
Q2 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 21,871 shares of DGRW stock, worth $1.87 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares

21,871

Previous 21,793 0.36%

Holding current value

$1.87 Million

Previous $1.66 Million 2.83%

% of portfolio

1.98%

Previous 2.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$72.31 - $79.02 $5,640 - $6,163	78 Added 0.36%	21,871 $1.71 Million
Q1 2024 May 15, 2024	BUY	$69.56 - $76.3 $3,825 - $4,196	55 Added 0.25%	21,793 $1.66 Million
Q4 2023 Feb 13, 2024	BUY	$61.43 - $70.36 $5,282 - $6,050	86 Added 0.4%	21,738 $1.53 Million
Q3 2023 Nov 13, 2023	BUY	$63.23 - $68.5 $4,995 - $5,411	79 Added 0.37%	21,652 $1.37 Million
Q2 2023 Aug 10, 2023	BUY	$61.86 - $66.66 $4,392 - $4,732	71 Added 0.33%	21,573 $1.44 Million
Q1 2023 May 11, 2023	BUY	$59.34 - $63.43 $3,916 - $4,186	66 Added 0.31%	21,502 $1.34 Million
Q4 2022 Feb 15, 2023	BUY	$54.71 - $63.51 $1.17 Million - $1.36 Million	21,436 New	21,436 $1.29 Million

Others Institutions Holding DGRW

# of Institutions

669

Shares Held

130M

Call Options Held

6.1K

Put Options Held

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Talisman Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Talisman Wealth Advisors LLC with notifications on news.

Account

Talisman Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History