Bka Wealth Consulting, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Bka Wealth Consulting, Inc.

$90.7 Million
Q1 2025

A detailed history of Bka Wealth Consulting, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 158,165 shares of DGRW stock, worth $12.8 Million. This represents 13.92% of its overall portfolio holdings.

Number of Shares

158,165

Previous 145,367 8.8%

Holding current value

$12.8 Million

Previous $11.8 Million 7.37%

% of portfolio

13.92%

Previous 13.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$78.0 - $84.37 $998,244 - $1.08 Million	12,798 Added 8.8%	158,165 $12.6 Million
Q4 2024 Jan 13, 2025	BUY	$80.93 - $85.66 $1.56 Million - $1.65 Million	19,296 Added 15.31%	145,367 $11.8 Million
Q3 2024 Oct 08, 2024	BUY	$75.88 - $83.21 $442,987 - $485,779	5,838 Added 4.86%	126,071 $10.5 Million
Q2 2024 Aug 06, 2024	BUY	$72.31 - $79.02 $1.12 Million - $1.22 Million	15,464 Added 14.76%	120,233 $9.38 Million
Q1 2024 Apr 09, 2024	BUY	$69.56 - $76.3 $805,365 - $883,401	11,578 Added 12.42%	104,769 $7.98 Million
Q4 2023 Feb 01, 2024	BUY	$61.43 - $70.36 $195,531 - $223,955	3,183 Added 3.54%	93,191 $6.55 Million
Q3 2023 Nov 03, 2023	BUY	$63.23 - $68.5 $328,922 - $356,337	5,202 Added 6.13%	90,008 $5.71 Million
Q2 2023 Jul 24, 2023	BUY	$61.86 - $66.66 $725,184 - $781,455	11,723 Added 16.04%	84,806 $5.65 Million
Q1 2023 May 30, 2023	BUY	$59.34 - $63.43 $4.34 Million - $4.64 Million	73,083 New	73,083 $4.56 Million
Q4 2022 Feb 02, 2023	BUY	$54.71 - $63.51 $122,933 - $142,706	2,247 Added 3.23%	71,729 $4.33 Million
Q3 2022 Oct 24, 2022	BUY	$53.91 - $63.08 $195,369 - $228,601	3,624 Added 5.5%	69,482 $3.75 Million
Q2 2022 Jul 11, 2022	BUY	$55.42 - $64.55 $2.28 Million - $2.66 Million	41,153 Added 166.58%	65,858 $3.77 Million
Q1 2022 Apr 29, 2022	BUY	$60.09 - $66.2 $1.48 Million - $1.64 Million	24,705 New	24,705 $1.57 Million

Others Institutions Holding DGRW

# of Institutions

781

Shares Held

150M

Call Options Held

4.6K

Put Options Held

200

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About WISDOMTREE TR US QUALITY DIVID

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Bka Wealth Consulting, Inc. Wisdomtree Tr Us Quality Divid Transaction History