Choice Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Choice Wealth Advisors, LLC

$163 Million
Q1 2024

A detailed history of Choice Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 331,175 shares of DGRW stock, worth $26 Million. This represents 15.53% of its overall portfolio holdings.

Number of Shares

331,175

Previous 338,142 2.06%

Holding current value

$26 Million

Previous $23.8 Million 6.18%

% of portfolio

15.53%

Previous 14.8%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$69.56 - $76.3 $484,624 - $531,582	-6,967 Reduced 2.06%	331,175 $25.2 Million
Q4 2023 Jan 11, 2024	BUY	$61.43 - $70.36 $87,967 - $100,755	1,432 Added 0.43%	338,142 $23.8 Million
Q3 2023 Oct 10, 2023	SELL	$63.23 - $68.5 $318,046 - $344,555	-5,030 Reduced 1.47%	336,710 $21.4 Million
Q2 2023 Jul 14, 2023	SELL	$61.86 - $66.66 $720,050 - $775,922	-11,640 Reduced 3.29%	341,740 $22.8 Million
Q1 2023 Apr 06, 2023	BUY	$59.34 - $63.43 $350,402 - $374,554	5,905 Added 1.7%	353,380 $22 Million

Q4 2022 Jan 25, 2023	SELL	$58.08 - $63.51 $638,473 - $698,165	-10,993 Reduced 3.07%	347,475 $0
Q3 2022 Nov 09, 2022	BUY	N/A	358,468 New	358,468 $19.3 Million
Q2 2022 Aug 09, 2022	SELL	N/A	-366,729 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	N/A	366,729 New	366,729 $23.3 Million

Others Institutions Holding DGRW

# of Institutions

624

Shares Held

126M

Call Options Held

5.7K

Put Options Held

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

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Choice Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History