Beaumont Financial Partners, LLC Wisdomtree Tr Us Quality Divid Transaction History

Beaumont Financial Partners, LLC

  • $1.04 Billion
  • Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 8,711 shares of DGRW stock, worth $694,266. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,711
Previous 8,806 1.08%
Holding current value
$694,266
Previous $505,000 6.93%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$53.91 - $63.08 $5,121 - $5,992
-95 Reduced 1.08%
8,711 $470,000
Q2 2022

Aug 04, 2022
SELL
$55.42 - $64.55 $8.89 Million - $10.4 Million
-160,408 Reduced 94.8%
8,806 $505,000
Q1 2022

May 09, 2022
BUY
$60.09 - $66.2 $9.64 Million - $10.6 Million
160,503 Added 1842.53%
169,214 $10.8 Million
Q4 2021

Feb 07, 2022
SELL
$58.98 - $66.05 $13,152 - $14,729
-223 Reduced 2.5%
8,711 $574,000
Q3 2021

Nov 12, 2021
BUY
$58.84 - $62.73 $13,121 - $13,988
223 Added 2.56%
8,934 $526,000
Q1 2021

May 04, 2021
SELL
$53.02 - $57.54 $7.35 Million - $7.97 Million
-138,582 Reduced 94.09%
8,711 $498,000
Q4 2020

Feb 08, 2021
BUY
$47.73 - $53.96 $1.55 Million - $1.75 Million
32,479 Added 28.29%
147,293 $7.95 Million
Q3 2020

Nov 02, 2020
SELL
$45.51 - $51.78 $2.08 Million - $2.37 Million
-45,733 Reduced 28.49%
114,814 $5.69 Million
Q2 2020

Aug 05, 2020
BUY
$37.38 - $47.13 $5.68 Million - $7.16 Million
151,836 Added 1743.04%
160,547 $7.3 Million
Q1 2020

May 08, 2020
BUY
$33.65 - $49.64 $136,585 - $201,488
4,059 Added 87.25%
8,711 $339,000
Q1 2019

May 06, 2019
BUY
N/A
4,652 New
4,652 $200,000

Others Institutions Holding DGRW

# of Institutions
759
Shares Held
148M
Call Options Held
8.3K
Put Options Held
2.4K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Beaumont Financial Partners, LLC Portfolio

Follow Beaumont Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email