A detailed history of Paul Damon & Associates, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Paul Damon & Associates, Inc. holds 148,402 shares of DGRW stock, worth $12.1 Million. This represents 7.96% of its overall portfolio holdings.

Number of Shares
148,402
Previous 150,149 1.16%
Holding current value
$12.1 Million
Previous $11.7 Billion 5.37%
% of portfolio
7.96%
Previous 7.99%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$75.88 - $83.21 $132,562 - $145,367
-1,747 Reduced 1.16%
148,402 $12.3 Billion
Q2 2024

Jul 17, 2024

SELL
$72.31 - $79.02 $265,811 - $290,477
-3,676 Reduced 2.39%
150,149 $11.7 Billion
Q1 2024

Apr 22, 2024

SELL
$69.56 - $76.3 $3.4 Million - $3.73 Million
-48,854 Reduced 24.1%
153,825 $11.7 Billion
Q4 2023

Jan 31, 2024

SELL
$61.43 - $70.36 $936,008 - $1.07 Million
-15,237 Reduced 6.99%
202,679 $14.2 Billion
Q3 2023

Oct 25, 2023

BUY
$63.23 - $68.5 $409,730 - $443,880
6,480 Added 3.06%
217,916 $13.8 Billion
Q2 2023

Jul 24, 2023

BUY
$61.86 - $66.66 $372,335 - $401,226
6,019 Added 2.93%
211,436 $14.1 Billion
Q1 2023

May 15, 2023

BUY
$59.34 - $63.43 $7.97 Million - $8.51 Million
134,235 Added 188.58%
205,417 $12.8 Billion
Q4 2022

Feb 07, 2023

BUY
$54.71 - $63.51 $3.89 Million - $4.52 Million
71,182 New
71,182 $4.3 Billion

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Paul Damon & Associates, Inc. Portfolio

Follow Paul Damon & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paul Damon & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paul Damon & Associates, Inc. with notifications on news.