Advance Capital Management, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Advance Capital Management, Inc.

  • $1.64 Billion
  • Q2 2025

A detailed history of Advance Capital Management, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Advance Capital Management, Inc. holds 11,119 shares of DGRW stock, worth $958,902. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,119
Previous 12,366 10.08%
Holding current value
$958,902
Previous $978,000 4.81%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
SELL
$71.28 - $83.74 $88,886 - $104,423
-1,247 Reduced 10.08%
11,119 $931,000
Q1 2025

Apr 09, 2025
BUY
$78.0 - $84.37 $3,198 - $3,459
41 Added 0.33%
12,366 $978,000
Q4 2024

Jan 06, 2025
BUY
$80.93 - $85.66 $62,073 - $65,701
767 Added 6.64%
12,325 $997,000
Q3 2024

Oct 07, 2024
SELL
$75.88 - $83.21 $41,658 - $45,682
-549 Reduced 4.53%
11,558 $961,000
Q2 2024

Jul 08, 2024
BUY
$72.31 - $79.02 $39,119 - $42,749
541 Added 4.68%
12,107 $944,000
Q1 2024

Apr 04, 2024
BUY
$69.56 - $76.3 $259,667 - $284,827
3,733 Added 47.66%
11,566 $881,000
Q4 2023

Jan 10, 2024
SELL
$61.43 - $70.36 $11,241 - $12,875
-183 Reduced 2.28%
7,833 $550,000
Q3 2023

Oct 13, 2023
SELL
$63.23 - $68.5 $23,268 - $25,208
-368 Reduced 4.39%
8,016 $508,000
Q2 2023

Jul 03, 2023
BUY
$61.86 - $66.66 $433 - $466
7 Added 0.08%
8,384 $558,000
Q1 2023

Apr 04, 2023
BUY
$59.34 - $63.43 $52,337 - $55,945
882 Added 11.77%
8,377 $522,000
Q4 2022

Feb 08, 2023
BUY
$54.71 - $63.51 $31,677 - $36,772
579 Added 8.37%
7,495 $452,000
Q3 2022

Oct 28, 2022
BUY
$53.91 - $63.08 $372,841 - $436,261
6,916 New
6,916 $373,000

Others Institutions Holding DGRW

# of Institutions
798
Shares Held
152M
Call Options Held
4.6K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

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