A detailed history of Castle Rock Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 4,800 shares of DGRW stock, worth $405,216. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,800
Previous 4,830 0.62%
Holding current value
$405,216
Previous $376,000 6.12%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$75.88 - $83.21 $2,276 - $2,496
-30 Reduced 0.62%
4,800 $399,000
Q2 2024

Jul 12, 2024

BUY
$72.31 - $79.02 $144 - $158
2 Added 0.04%
4,830 $376,000
Q1 2024

May 13, 2024

BUY
$69.56 - $76.3 $61,699 - $67,678
887 Added 22.51%
4,828 $367,000
Q4 2023

Jan 08, 2024

BUY
$61.43 - $70.36 $242,095 - $277,288
3,941 New
3,941 $276,000
Q1 2019

May 15, 2019

BUY
N/A
103 New
103 $0

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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