Atria Wealth Solutions, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 198,578 shares of DGRW stock, worth $15.7 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
198,578
Previous 191,127 3.9%
Holding current value
$15.7 Million
Previous $13.4 Million 12.63%
% of portfolio
0.18%
Previous 0.17%

Shares

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

May 13, 2024
BUY
$69.56 - $76.3 $518,291 - $568,511
7,451 Added 3.9%
198,578 $15.1 Million
Q4 2023

Feb 02, 2024
BUY
$61.43 - $70.36 $145,404 - $166,542
2,367 Added 1.25%
191,127 $13.4 Million
Q3 2023

Nov 08, 2023
BUY
$63.23 - $68.5 $7.91 Million - $8.57 Million
125,118 Added 196.6%
188,760 $12 Million
Q2 2023

Aug 03, 2023
BUY
$61.86 - $66.66 $514,860 - $554,811
8,323 Added 15.05%
63,642 $4.24 Million
Q1 2023

Aug 22, 2023
SELL
$59.34 - $63.43 $790,764 - $845,268
-13,326 Reduced 20.94%
50,316 $3.14 Million
Q1 2023

Jun 14, 2023
BUY
$59.34 - $63.43 $296,878 - $317,340
5,003 Added 9.94%
55,319 $3.45 Million
Q1 2023

May 10, 2023
SELL
$59.34 - $63.43 $296,878 - $317,340
-5,003 Reduced 9.04%
50,316 $3.14 Million
Q4 2022

Aug 30, 2023
SELL
$58.08 - $63.51 $483,399 - $528,593
-8,323 Reduced 13.08%
55,319 $3.34 Million
Q4 2022

Feb 13, 2023
SELL
$58.08 - $63.51 $1.03 Million - $1.12 Million
-17,699 Reduced 24.24%
55,319 $3.34 Million
Q3 2022

Feb 13, 2023
BUY
N/A
9,361 Added 14.71%
73,018 $0
Q3 2022

Nov 14, 2022
BUY
N/A
703 Added 1.12%
63,657 $3.55 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-17,476 Reduced 21.73%
62,954 $3.61 Million
Q1 2022

May 16, 2022
BUY
N/A
80,430 New
80,430 $5.12 Million

Others Institutions Holding DGRW

# of Institutions
624
Shares Held
126M
Call Options Held
5.7K
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. 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 Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email