Axxcess Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 19,669 shares of DGRW stock, worth $1.65 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,669

Previous 8,893 121.17%

Holding current value

$1.65 Million

Previous $739,000 115.29%

% of portfolio

0.04%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$80.93 - $85.66 $872,101 - $923,072	10,776 Added 121.17%	19,669 $1.59 Million
Q3 2024 Nov 04, 2024	SELL	$75.88 - $83.21 $607 - $665	-8 Reduced 0.09%	8,893 $739,000
Q2 2024 Aug 09, 2024	SELL	$72.31 - $79.02 $14,389 - $15,724	-199 Reduced 2.19%	8,901 $694,000
Q1 2024 May 14, 2024	BUY	$69.56 - $76.3 $2,712 - $2,975	39 Added 0.43%	9,100 $693,000
Q4 2023 Feb 06, 2024	BUY	$61.43 - $70.36 $556,617 - $637,531	9,061 New	9,061 $636,000
Q2 2022 Aug 11, 2022	SELL	$55.42 - $64.55 $342,661 - $399,112	-6,183 Closed	0 $0
Q1 2022 Aug 11, 2022	SELL	$60.09 - $66.2 $89,474 - $98,571	-1,489 Reduced 19.41%	6,183 $394,000
Q4 2021 Aug 11, 2022	BUY	$58.98 - $66.05 $452,494 - $506,735	7,672 New	7,672 $505,000

Others Institutions Holding DGRW

# of Institutions

746

Shares Held

147M

Call Options Held

8.1K

Put Options Held

200

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About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Axxcess Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History