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

Arete Wealth Advisors, LLC

$1.31 Billion
Q1 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 5,002 shares of DGRW stock, worth $404,261. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,002

Previous 5,114 2.19%

Holding current value

$404,261

Previous $414,000 3.62%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$78.0 - $84.37 $8,736 - $9,449	-112 Reduced 2.19%	5,002 $399,000
Q4 2024 Feb 12, 2025	BUY	$80.93 - $85.66 $80 - $85	1 Added 0.02%	5,114 $414,000
Q2 2024 Aug 13, 2024	BUY	$72.31 - $79.02 $369,721 - $404,029	5,113 New	5,113 $399,000
Q4 2023 Feb 14, 2024	BUY	$61.43 - $70.36 $315,688 - $361,580	5,139 New	5,139 $361,000
Q2 2023 Aug 09, 2023	BUY	$61.86 - $66.66 $28,393 - $30,596	459 Added 9.13%	5,487 $366,000
Q1 2023 May 01, 2023	SELL	$59.34 - $63.43 $5.22 Million - $5.58 Million	-87,992 Reduced 94.59%	5,028 $313,000
Q4 2022 Feb 06, 2023	BUY	$54.71 - $63.51 $4.67 Million - $5.42 Million	85,374 Added 1116.58%	93,020 $5.61 Million
Q3 2022 Nov 07, 2022	SELL	$53.91 - $63.08 $443,571 - $519,022	-8,228 Reduced 51.83%	7,646 $412,000
Q2 2022 Aug 15, 2022	BUY	$55.42 - $64.55 $424,461 - $494,388	7,659 Added 93.23%	15,874 $914,000
Q1 2022 May 06, 2022	BUY	$60.09 - $66.2 $49,093 - $54,085	817 Added 11.04%	8,215 $523,000
Q4 2021 Feb 07, 2022	BUY	$58.98 - $66.05 $943 - $1,056	16 Added 0.22%	7,398 $489,000
Q3 2021 Nov 15, 2021	BUY	$58.84 - $62.73 $1,765 - $1,881	30 Added 0.41%	7,382 $437,000
Q1 2021 May 10, 2021	SELL	$53.02 - $57.54 $26,510 - $28,770	-500 Reduced 6.37%	7,352 $422,000
Q4 2020 Feb 08, 2021	BUY	$47.73 - $53.96 $136,030 - $153,786	2,850 Added 56.98%	7,852 $417,000
Q3 2020 Nov 09, 2020	BUY	$45.51 - $51.78 $227,641 - $259,003	5,002 New	5,002 $249,000
Q1 2020 May 14, 2020	SELL	$33.65 - $49.64 $168,317 - $248,299	-5,002 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$43.65 - $48.63 $2,706 - $3,015	-62 Reduced 1.22%	5,002 $243,000
Q1 2019 May 15, 2019	BUY	N/A	5,064 New	5,064 $218,000

Others Institutions Holding DGRW

# of Institutions

781

Shares Held

150M

Call Options Held

4.6K

Put Options Held

200

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About WISDOMTREE TR US QUALITY DIVID

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