A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,231 shares of DGRW stock, worth $184,079. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,231
Previous 1,873 19.11%
Holding current value
$184,079
Previous $146 Million 26.99%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$75.88 - $83.21 $27,165 - $29,789
358 Added 19.11%
2,231 $186 Million
Q2 2024

Aug 06, 2024

BUY
$72.31 - $79.02 $14,317 - $15,645
198 Added 11.82%
1,873 $146 Million
Q4 2023

Feb 06, 2024

BUY
$61.43 - $70.36 $14,436 - $16,534
235 Added 16.32%
1,675 $118 Million
Q3 2023

Nov 14, 2023

BUY
$63.23 - $68.5 $14,542 - $15,755
230 Added 19.01%
1,440 $91.4 Million
Q2 2023

Aug 09, 2023

BUY
$61.86 - $66.66 $74,850 - $80,658
1,210 New
1,210 $80.7 Million

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


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

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC 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 Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.