Arkadios Wealth Advisors Wisdomtree Tr Us Quality Divid Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Arkadios Wealth Advisors holds 4,520 shares of DGRW stock, worth $377,600. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,520

Previous 3,969 13.88%

Holding current value

$377,600

Previous $330,000 10.61%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$80.93 - $85.66 $44,592 - $47,198	551 Added 13.88%	4,520 $365,000
Q3 2024 Oct 24, 2024	BUY	$75.88 - $83.21 $301,167 - $330,260	3,969 New	3,969 $330,000
Q1 2023 May 02, 2023	SELL	$59.34 - $63.43 $771 - $824	-13 Reduced 0.26%	4,930 $307,000
Q4 2022 Jan 11, 2023	BUY	$54.71 - $63.51 $30,965 - $35,946	566 Added 12.93%	4,943 $0
Q3 2022 Oct 21, 2022	SELL	$53.91 - $63.08 $91,593 - $107,172	-1,699 Reduced 27.96%	4,377 $236,000
Q2 2022 Jul 14, 2022	SELL	$55.42 - $64.55 $57,138 - $66,551	-1,031 Reduced 14.51%	6,076 $348,000
Q1 2022 May 02, 2022	SELL	$60.09 - $66.2 $86,950 - $95,791	-1,447 Reduced 16.92%	7,107 $452,000
Q4 2021 Feb 03, 2022	SELL	$58.98 - $66.05 $291,656 - $326,617	-4,945 Reduced 36.63%	8,554 $563,000
Q3 2021 Oct 19, 2021	SELL	$58.84 - $62.73 $86,965 - $92,714	-1,478 Reduced 9.87%	13,499 $794,000
Q2 2021 Jul 28, 2021	SELL	$57.5 - $60.08 $1.45 Million - $1.51 Million	-25,164 Reduced 62.69%	14,977 $893,000
Q1 2021 Apr 26, 2021	BUY	$53.02 - $57.54 $195,643 - $212,322	3,690 Added 10.12%	40,141 $2.3 Million
Q4 2020 Feb 09, 2021	BUY	$47.73 - $53.96 $1.72 Million - $1.95 Million	36,049 Added 8967.41%	36,451 $1.97 Million
Q3 2020 Nov 10, 2020	SELL	$45.51 - $51.78 $10,285 - $11,702	-226 Reduced 35.99%	402 $20.7 Million
Q2 2020 Aug 10, 2020	BUY	$37.38 - $47.13 $4,448 - $5,608	119 Added 23.38%	628 $29.4 Million
Q1 2020 May 14, 2020	SELL	$33.65 - $49.64 $13,863 - $20,451	-412 Reduced 44.73%	509 $19.8 Million
Q4 2019 Feb 14, 2020	BUY	$43.65 - $48.63 $40,201 - $44,788	921 New	921 $0

Others Institutions Holding DGRW

# of Institutions

725

Shares Held

142M

Call Options Held

16.5K

Put Options Held

200

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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Wisdomtree Tr Us Quality Divid Transaction History