Annex Advisory Services, LLC Wisdomtree Tr Us Quality Divid Transaction History
Annex Advisory Services, LLC
- $3.52 Billion
- Q3 2025
A detailed history of Annex Advisory Services, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Annex Advisory Services, LLC holds 2,355 shares of DGRW stock, worth $210,042. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,355
Previous 2,400
1.88%
Holding current value
$210,042
Previous $200,000
4.5%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DGRW
# of Institutions
797Shares Held
153MCall Options Held
0Put Options Held
0-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.76 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.5MShares$1.11 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC12.4MShares$1.11 Billion0.08% of portfolio
-
Morgan Stanley New York, NY8.67MShares$774 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.94MShares$619 Million0.15% of portfolio