Alta Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

Alta Wealth Advisors LLC

$216 Million
Q1 2025

A detailed history of Alta Wealth Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 5,533 shares of DGRW stock, worth $429,692. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,533

Previous 4,794 15.42%

Holding current value

$429,692

Previous $387,000 13.95%

% of portfolio

0.2%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$78.0 - $84.37 $57,642 - $62,349	739 Added 15.42%	5,533 $441,000
Q4 2024 Jan 23, 2025	BUY	$80.93 - $85.66 $28,001 - $29,638	346 Added 7.78%	4,794 $387,000
Q3 2024 Oct 18, 2024	BUY	$75.88 - $83.21 $531 - $582	7 Added 0.16%	4,448 $370,000
Q2 2024 Jul 24, 2024	SELL	$72.31 - $79.02 $506 - $553	-7 Reduced 0.16%	4,441 $346,000
Q1 2024 May 01, 2024	BUY	$69.56 - $76.3 $48,692 - $53,410	700 Added 18.68%	4,448 $338,000
Q4 2023 Feb 12, 2024	SELL	$61.43 - $70.36 $49,881 - $57,132	-812 Reduced 17.81%	3,748 $263,000
Q3 2023 Oct 19, 2023	BUY	$63.23 - $68.5 $288,328 - $312,360	4,560 New	4,560 $289,000
Q3 2021 Oct 13, 2021	BUY	$58.84 - $62.73 $4,118 - $4,391	70 Added 0.59%	11,856 $698,000
Q2 2021 Aug 02, 2021	BUY	$57.5 - $60.08 $9,372 - $9,793	163 Added 1.4%	11,786 $703,000
Q1 2021 Apr 20, 2021	SELL	$53.02 - $57.54 $2,704 - $2,934	-51 Reduced 0.44%	11,623 $665,000
Q4 2020 Feb 08, 2021	BUY	$47.73 - $53.96 $557,200 - $629,929	11,674 New	11,674 $630,000

Others Institutions Holding DGRW

# of Institutions

766

Shares Held

147M

Call Options Held

8.3K

Put Options Held

2.4K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Alta Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History