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

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

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 10,928 shares of DGRW stock, worth $882,982. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,928
Previous 19,669 44.44%
Holding current value
$882,982
Previous $1.59 Million 45.19%
% of portfolio
0.02%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$78.0 - $84.37 $681,798 - $737,478
-8,741 Reduced 44.44%
10,928 $872,000
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
781
Shares Held
150M
Call Options Held
4.6K
Put Options Held
200
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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