Invenio Wealth Partners LLC Wisdomtree Tr Us Quality Divid Transaction History

Invenio Wealth Partners LLC

$238 Billion
Q1 2025

A detailed history of Invenio Wealth Partners LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 180,023 shares of DGRW stock, worth $14 Million. This represents 6.04% of its overall portfolio holdings.

Number of Shares

180,023

Previous 172,135 4.58%

Holding current value

$14 Million

Previous $13.9 Billion 3.2%

% of portfolio

6.04%

Previous 5.83%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$78.0 - $84.37 $615,264 - $665,510	7,888 Added 4.58%	180,023 $14.4 Billion
Q4 2024 Feb 12, 2025	BUY	$80.93 - $85.66 $817,150 - $864,909	10,097 Added 6.23%	172,135 $13.9 Billion
Q3 2024 Nov 13, 2024	BUY	$75.88 - $83.21 $1.52 Million - $1.66 Million	19,967 Added 14.05%	162,038 $13.5 Billion
Q2 2024 Aug 12, 2024	BUY	$72.31 - $79.02 $374,638 - $409,402	5,181 Added 3.78%	142,071 $11.1 Billion
Q1 2024 May 09, 2024	BUY	$69.56 - $76.3 $2.13 Million - $2.34 Million	30,659 Added 28.86%	136,890 $10.4 Billion
Q4 2023 Feb 09, 2024	BUY	$61.43 - $70.36 $1.08 Million - $1.23 Million	17,528 Added 19.76%	106,231 $7.47 Billion
Q3 2023 Nov 13, 2023	BUY	$63.23 - $68.5 $2.34 Million - $2.54 Million	37,067 Added 71.79%	88,703 $5.63 Billion
Q2 2023 Aug 11, 2023	BUY	$61.86 - $66.66 $3.19 Million - $3.44 Million	51,636 New	51,636 $3.44 Billion

Others Institutions Holding DGRW

# of Institutions

779

Shares Held

150M

Call Options Held

4.6K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Invenio Wealth Partners LLC Wisdomtree Tr Us Quality Divid Transaction History