Clearview Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

Clearview Wealth Advisors LLC

  • $97.3 Million
  • Q1 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 4,670 shares of DGRW stock, worth $366,735. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,670
Previous 5,554 15.92%
Holding current value
$366,735
Previous $390,000 8.97%
% of portfolio
0.36%
Previous 0.46%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 09, 2024
SELL
$69.56 - $76.3 $61,491 - $67,449
-884 Reduced 15.92%
4,670 $355,000
Q4 2023

Jan 12, 2024
SELL
$61.43 - $70.36 $32,865 - $37,642
-535 Reduced 8.79%
5,554 $390,000
Q3 2023

Oct 30, 2023
SELL
$63.23 - $68.5 $67,719 - $73,363
-1,071 Reduced 14.96%
6,089 $386,000
Q2 2023

Aug 07, 2023
SELL
$61.86 - $66.66 $28,393 - $30,596
-459 Reduced 6.02%
7,160 $477,000
Q1 2023

Apr 12, 2023
BUY
$59.34 - $63.43 $27,237 - $29,114
459 Added 6.41%
7,619 $474,000
Q4 2022

Jan 31, 2023
BUY
$58.08 - $63.51 $38,216 - $41,789
658 Added 10.12%
7,160 $432,000
Q3 2022

Oct 18, 2022
SELL
N/A
-202 Reduced 3.01%
6,502 $351,000
Q2 2022

Aug 05, 2022
SELL
N/A
-1,409 Reduced 17.37%
6,704 $384,000
Q1 2022

Apr 29, 2022
SELL
N/A
-7,737 Reduced 48.81%
8,113 $517,000
Q4 2021

Feb 02, 2022
BUY
N/A
4,371 Added 38.08%
15,850 $1.04 Million
Q3 2021

Nov 02, 2021
BUY
N/A
2,081 Added 22.14%
11,479 $675,000
Q2 2021

Jul 30, 2021
BUY
N/A
4,760 Added 102.63%
9,398 $561,000
Q1 2021

May 06, 2021
BUY
N/A
906 Added 24.28%
4,638 $265,000
Q4 2020

Jan 21, 2021
BUY
N/A
3,732 New
3,732 $201,000

Others Institutions Holding DGRW

# of Institutions
624
Shares Held
126M
Call Options Held
5.7K
Put Options Held
0
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 Clearview Wealth Advisors LLC Portfolio

Follow Clearview Wealth Advisors LLC 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 Clearview Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email