Rooted Wealth Advisors, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Rooted Wealth Advisors, Inc.

$224 Million
Q3 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 2,877 shares of DGRW stock, worth $242,876. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,877

Previous 3,053 5.76%

Holding current value

$242,876

Previous $244,000 2.87%

% of portfolio

0.11%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$75.88 - $83.21 $13,354 - $14,644	-176 Reduced 5.76%	2,877 $237,000
Q2 2024 Jul 25, 2024	SELL	$72.31 - $79.02 $69,345 - $75,780	-959 Reduced 23.9%	3,053 $244,000
Q1 2024 Apr 17, 2024	SELL	$69.56 - $76.3 $20,033 - $21,974	-288 Reduced 6.7%	4,012 $302,000
Q4 2023 Feb 07, 2024	SELL	$61.43 - $70.36 $63,887 - $73,174	-1,040 Reduced 19.48%	4,300 $311,000
Q3 2023 Nov 21, 2023	BUY	$63.23 - $68.5 $11,950 - $12,946	189 Added 3.67%	5,340 $356,000
Q2 2023 Aug 03, 2023	SELL	$61.86 - $66.66 $1.82 Million - $1.97 Million	-29,495 Reduced 85.13%	5,151 $342,000
Q1 2023 Apr 26, 2023	BUY	$59.34 - $63.43 $94,291 - $100,790	1,589 Added 4.81%	34,646 $2.17 Million
Q4 2022 Feb 13, 2023	BUY	$54.71 - $63.51 $1.81 Million - $2.1 Million	33,057 New	33,057 $2 Million

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

132M

Call Options Held

16.5K

Put Options Held

200

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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. Wisdomtree Tr Us Quality Divid Transaction History