Amplius Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 257,129 shares of DGRW stock, worth $20.3 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares

257,129

Previous 243,835 5.45%

Holding current value

$20.3 Million

Previous $20.3 Million 2.56%

% of portfolio

2.45%

Previous 2.49%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$80.93 - $85.66 $1.08 Million - $1.14 Million	13,294 Added 5.45%	257,129 $20.8 Million
Q3 2024 Oct 16, 2024	BUY	$75.88 - $83.21 $353,373 - $387,508	4,657 Added 1.95%	243,835 $20.3 Million
Q2 2024 Jul 22, 2024	SELL	$72.31 - $79.02 $389,100 - $425,206	-5,381 Reduced 2.2%	239,178 $18.7 Million
Q1 2024 Apr 16, 2024	SELL	$69.56 - $76.3 $25.1 Million - $27.5 Million	-360,741 Reduced 59.6%	244,559 $18.6 Million
Q4 2023 Jan 10, 2024	SELL	$61.43 - $70.36 $20.4 Million - $23.4 Million	-332,398 Reduced 35.45%	605,300 $42.5 Million
Q3 2023 Oct 17, 2023	SELL	$63.23 - $68.5 $3.55 Million - $3.84 Million	-56,076 Reduced 5.64%	937,698 $59.5 Million
Q2 2023 Jul 26, 2023	BUY	$61.86 - $66.66 $1.94 Million - $2.09 Million	31,295 Added 3.25%	993,774 $66.2 Million
Q1 2023 Apr 25, 2023	BUY	$59.34 - $63.43 $1.34 Million - $1.43 Million	22,619 Added 2.41%	962,479 $60 Million
Q4 2022 Jan 19, 2023	BUY	$54.71 - $63.51 $51.2 Million - $59.4 Million	935,449 Added 21207.19%	939,860 $0
Q3 2022 Nov 10, 2022	BUY	$53.91 - $63.08 $28,464 - $33,306	528 Added 13.6%	4,411 $238,000
Q2 2022 Jul 21, 2022	SELL	$55.42 - $64.55 $69,940 - $81,462	-1,262 Reduced 24.53%	3,883 $222,000
Q4 2021 Jan 28, 2022	BUY	$58.98 - $66.05 $303,452 - $339,827	5,145 New	5,145 $338,000

Others Institutions Holding DGRW

# of Institutions

757

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

Amplius Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History