Captrust Financial Advisors Wisdomtree Tr Us Quality Divid Transaction History

Captrust Financial Advisors

  • $30.9 Billion
  • Q2 2024

A detailed history of Captrust Financial Advisors transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Captrust Financial Advisors holds 55,440 shares of DGRW stock, worth $4.58 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
55,440
Previous 52,453 5.69%
Holding current value
$4.58 Million
Previous $4 Million 8.28%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$72.31 - $79.02 $215,989 - $236,032
2,987 Added 5.69%
55,440 $4.33 Million
Q1 2024

May 15, 2024
SELL
$69.56 - $76.3 $427,585 - $469,016
-6,147 Reduced 10.49%
52,453 $4 Million
Q4 2023

Feb 14, 2024
BUY
$61.43 - $70.36 $374,538 - $428,984
6,097 Added 11.61%
58,600 $4.12 Million
Q3 2023

Nov 14, 2023
SELL
$63.23 - $68.5 $34,080 - $36,921
-539 Reduced 1.02%
52,503 $3.33 Million
Q2 2023

Aug 14, 2023
SELL
$61.86 - $66.66 $41,879 - $45,128
-677 Reduced 1.26%
53,042 $3.54 Million
Q1 2023

May 15, 2023
SELL
$59.34 - $63.43 $77,735 - $83,093
-1,310 Reduced 2.38%
53,719 $3.35 Million
Q4 2022

Feb 15, 2023
BUY
$54.71 - $63.51 $100,556 - $116,731
1,838 Added 3.46%
55,029 $3.32 Million
Q3 2022

Nov 16, 2022
SELL
$53.91 - $63.08 $587,888 - $687,887
-10,905 Reduced 17.01%
53,191 $2.87 Million
Q2 2022

Aug 16, 2022
BUY
$55.42 - $64.55 $130,070 - $151,498
2,347 Added 3.8%
64,096 $3.67 Million
Q1 2022

May 16, 2022
SELL
$60.09 - $66.2 $89,173 - $98,240
-1,484 Reduced 2.35%
61,749 $3.93 Million
Q4 2021

Feb 14, 2022
BUY
$58.98 - $66.05 $87,408 - $97,886
1,482 Added 2.4%
63,233 $4.17 Million
Q3 2021

Nov 16, 2021
SELL
$58.84 - $62.73 $72,549 - $77,346
-1,233 Reduced 1.96%
61,751 $3.63 Million
Q2 2021

Aug 16, 2021
SELL
$57.5 - $60.08 $977 - $1,021
-17 Reduced 0.03%
62,984 $3.76 Million
Q1 2021

May 17, 2021
BUY
$53.02 - $57.54 $1.17 Million - $1.27 Million
21,994 Added 53.63%
63,001 $3.6 Million
Q4 2020

Feb 16, 2021
BUY
$47.73 - $53.96 $47,443 - $53,636
994 Added 2.48%
41,007 $2.21 Million
Q3 2020

Nov 17, 2020
BUY
$45.51 - $51.78 $298,864 - $340,039
6,567 Added 19.63%
40,013 $1.99 Million
Q2 2020

Aug 14, 2020
BUY
$37.38 - $47.13 $1.25 Million - $1.58 Million
33,446 New
33,446 $1.52 Million
Q4 2019

Feb 14, 2020
SELL
$43.65 - $48.63 $2,488 - $2,771
-57 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
57 New
57 $2,000

Others Institutions Holding DGRW

# of Institutions
656
Shares Held
129M
Call Options Held
6.1K
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

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