Bdo Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$53.02 - $57.54 $27,464 - $29,805	-518 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$47.73 - $53.96 $24,724 - $27,951	518 New	518 $28,000

Others Institutions Holding DGRW

# of Institutions

659

Shares Held

129M

Call Options Held

6.1K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.7M
Shares

$1.57 Billion
0.97% of portfolio
Bank Of America Corp Charlotte, NC

11.5M
Shares

$969 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

10.4M
Shares

$872 Million
0.41% of portfolio
Morgan Stanley New York, NY

8.11M
Shares

$682 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

7.1M
Shares

$597 Million
42.11% of portfolio

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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