A detailed history of Asset Dedication, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Asset Dedication, LLC holds 3,936 shares of DGRW stock, worth $333,930. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,936
Previous 3,936 -0.0%
Holding current value
$333,930
Previous $307,000 6.51%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
$69.56 - $76.3 $62,604 - $68,670
-900 Reduced 18.61%
3,936 $300,000
Q2 2023

Aug 21, 2023

BUY
$61.86 - $66.66 $45,095 - $48,595
729 Added 17.75%
4,836 $323,000
Q3 2022

Oct 27, 2022

BUY
$53.91 - $63.08 $45,500 - $53,239
844 Added 25.87%
4,107 $222,000
Q2 2022

Jul 19, 2022

SELL
$55.42 - $64.55 $6,373 - $7,423
-115 Reduced 3.4%
3,263 $187,000
Q1 2022

Apr 21, 2022

BUY
$60.09 - $66.2 $148,903 - $164,043
2,478 Added 275.33%
3,378 $214,000
Q2 2020

Aug 24, 2020

SELL
$37.38 - $47.13 $269,285 - $339,524
-7,204 Reduced 88.89%
900 $41,000
Q1 2020

May 05, 2020

BUY
$33.65 - $49.64 $242,414 - $357,606
7,204 Added 800.44%
8,104 $315,000
Q1 2018

Apr 19, 2018

BUY
N/A
900 New
900 $36,000

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Asset Dedication, LLC Portfolio

Follow Asset Dedication, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Asset Dedication, LLC with notifications on news.