Avantax Advisory Services, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 381,400 shares of DGRW stock, worth $31.2 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

381,400

Previous 361,057 5.63%

Holding current value

$31.2 Million

Previous $28.2 Million 12.62%

% of portfolio

0.21%

Previous 0.2%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$75.88 - $83.21 $1.54 Million - $1.69 Million	20,343 Added 5.63%	381,400 $31.7 Million
Q2 2024 Aug 09, 2024	BUY	$72.31 - $79.02 $2.39 Million - $2.61 Million	33,083 Added 10.09%	361,057 $28.2 Million
Q1 2024 May 08, 2024	BUY	$69.56 - $76.3 $2.59 Million - $2.85 Million	37,288 Added 12.83%	327,974 $25 Million
Q4 2023 Feb 07, 2024	BUY	$61.43 - $70.36 $2 Million - $2.29 Million	32,490 Added 12.58%	290,686 $20.4 Million
Q3 2023 Nov 07, 2023	BUY	$63.23 - $68.5 $11.7 Million - $12.7 Million	185,818 Added 256.73%	258,196 $16.4 Million
Q2 2023 Aug 11, 2023	BUY	$61.86 - $66.66 $294,144 - $316,968	4,755 Added 7.03%	72,378 $4.82 Million
Q1 2023 Apr 28, 2023	BUY	$59.34 - $63.43 $63,197 - $67,552	1,065 Added 1.6%	67,623 $4.22 Million
Q4 2022 Feb 13, 2023	BUY	$54.71 - $63.51 $131,905 - $153,122	2,411 Added 3.76%	66,558 $4.02 Million
Q3 2022 Nov 01, 2022	SELL	$53.91 - $63.08 $274,294 - $320,951	-5,088 Reduced 7.35%	64,147 $3.46 Million
Q2 2022 Aug 02, 2022	BUY	$55.42 - $64.55 $489,746 - $570,428	8,837 Added 14.63%	69,235 $3.97 Million
Q1 2022 Apr 27, 2022	BUY	$60.09 - $66.2 $407,049 - $448,438	6,774 Added 12.63%	60,398 $3.84 Million
Q4 2021 Jan 24, 2022	BUY	$58.98 - $66.05 $445,475 - $498,875	7,553 Added 16.39%	53,624 $3.53 Million
Q3 2021 Oct 21, 2021	BUY	$58.84 - $62.73 $450,243 - $480,009	7,652 Added 19.92%	46,071 $2.72 Million
Q2 2021 Jul 29, 2021	SELL	$57.5 - $60.08 $264,442 - $276,307	-4,599 Reduced 10.69%	38,419 $2.29 Million
Q1 2021 May 13, 2021	BUY	$53.02 - $57.54 $111,182 - $120,661	2,097 Added 5.12%	43,018 $2.46 Million
Q4 2020 Jan 22, 2021	SELL	$47.73 - $53.96 $2.64 Million - $2.99 Million	-55,356 Reduced 57.5%	40,921 $2.21 Million
Q3 2020 Oct 14, 2020	BUY	$45.51 - $51.78 $3.41 Million - $3.88 Million	74,888 Added 350.12%	96,277 $4.77 Million
Q2 2020 Aug 06, 2020	BUY	$37.38 - $47.13 $181,031 - $228,250	4,843 Added 29.27%	21,389 $975,000
Q1 2020 Apr 30, 2020	BUY	$33.65 - $49.64 $197,189 - $290,890	5,860 Added 54.84%	16,546 $646,000
Q4 2019 Feb 14, 2020	BUY	$43.65 - $48.63 $248,848 - $277,239	5,701 Added 114.36%	10,686 $521,000
Q3 2019 Nov 08, 2019	BUY	$44.66 - $45.42 $222,630 - $226,418	4,985 New	4,985 $227,000

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

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Avantax Advisory Services, Inc. Wisdomtree Tr Us Quality Divid Transaction History