Calton & Associates, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Calton & Associates, Inc.

  • $211 Million
  • Q4 2024

A detailed history of Calton & Associates, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Calton & Associates, Inc. holds 3,748 shares of DGRW stock, worth $310,634. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,748
Holding current value
$310,634
% of portfolio
0.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$80.93 - $85.66 $303,325 - $321,053
3,748 New
3,748 $303,000
Q2 2024

Jul 19, 2024
SELL
$72.31 - $79.02 $12,365 - $13,512
-171 Reduced 4.36%
3,748 $292,000
Q1 2024

Apr 16, 2024
SELL
$69.56 - $76.3 $23,511 - $25,789
-338 Reduced 7.94%
3,919 $298,000
Q4 2023

Feb 07, 2024
BUY
$61.43 - $70.36 $261,507 - $299,522
4,257 New
4,257 $299,000
Q1 2023

Apr 19, 2023
BUY
$59.34 - $63.43 $252,610 - $270,021
4,257 New
4,257 $265,000
Q3 2021

Nov 05, 2021
SELL
$58.84 - $62.73 $302,790 - $322,808
-5,146 Closed
0 $0
Q2 2021

Aug 11, 2021
SELL
$57.5 - $60.08 $180,090 - $188,170
-3,132 Reduced 37.84%
5,146 $307,000
Q1 2021

May 03, 2021
SELL
$53.02 - $57.54 $27,782 - $30,150
-524 Reduced 5.95%
8,278 $473,000
Q4 2020

Jan 25, 2021
BUY
$47.73 - $53.96 $47,109 - $53,258
987 Added 12.63%
8,802 $475,000
Q3 2020

Oct 30, 2020
SELL
$45.51 - $51.78 $10,922 - $12,427
-240 Reduced 2.98%
7,815 $387,000
Q2 2020

Aug 10, 2020
SELL
$37.38 - $47.13 $97,449 - $122,867
-2,607 Reduced 24.45%
8,055 $366,000
Q1 2020

Apr 30, 2020
BUY
$33.65 - $49.64 $211,557 - $312,086
6,287 Added 143.7%
10,662 $415,000
Q4 2019

Feb 03, 2020
BUY
$43.65 - $48.63 $190,968 - $212,756
4,375 New
4,375 $212,000
Q1 2018

Apr 17, 2018
SELL
N/A
-1,791 Closed
0 $0
Q4 2017

Feb 05, 2018
BUY
N/A
1,791
1,791 $78,000

Others Institutions Holding DGRW

# of Institutions
725
Shares Held
142M
Call Options Held
16.5K
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
Track This Portfolio

Track Calton & Associates, Inc. Portfolio

Follow Calton & Associates, Inc. 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 Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email