Cherry Tree Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History
Cherry Tree Wealth Management, LLC
- $430 Billion
- Q2 2025
A detailed history of Cherry Tree Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 2,498 shares of DGRW stock, worth $215,427. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,498
Previous 2,340
6.75%
Holding current value
$215,427
Previous $187 Million
11.94%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding DGRW
# of Institutions
795Shares Held
153MCall Options Held
4.6KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA19.8MShares$1.71 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$1.1 Billion0.41% of portfolio
-
Bank Of America Corp Charlotte, NC11.8MShares$1.02 Billion0.08% of portfolio
-
Morgan Stanley New York, NY8.44MShares$728 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.7MShares$578 Million32.4% of portfolio