Avantra Family Wealth, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Avantra Family Wealth, Inc.

  • $134 Billion
  • Q3 2025

A detailed history of Avantra Family Wealth, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 12,085 shares of DGRW stock, worth $1.07 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
12,085
Previous 12,124 0.32%
Holding current value
$1.07 Million
Previous $1.02 Billion 5.89%
% of portfolio
0.8%
Previous 0.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$84.28 - $89.46 $3,286 - $3,488
-39 Reduced 0.32%
12,085 $1.08 Billion
Q2 2025

Jul 23, 2025
BUY
$71.28 - $83.74 $3,207 - $3,768
45 Added 0.37%
12,124 $1.02 Billion
Q1 2025

Apr 22, 2025
BUY
$78.0 - $84.37 $25,194 - $27,251
323 Added 2.75%
12,079 $965 Million
Q4 2024

Jan 24, 2025
BUY
$80.93 - $85.66 $951,413 - $1.01 Million
11,756 New
11,756 $951 Million

Others Institutions Holding DGRW

# of Institutions
812
Shares Held
151M
Call Options Held
2.7K
Put Options Held
5.8K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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