Clearview Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 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 4,314 shares of DGRW stock, worth $359,269. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,314

Previous 4,312 0.05%

Holding current value

$359,269

Previous $336,000 6.55%

% of portfolio

0.28%

Previous 0.3%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$75.88 - $83.21 $151 - $166	2 Added 0.05%	4,314 $358,000
Q2 2024 Jul 31, 2024	SELL	$72.31 - $79.02 $25,886 - $28,289	-358 Reduced 7.67%	4,312 $336,000
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	$54.71 - $63.51 $35,999 - $41,789	658 Added 10.12%	7,160 $432,000
Q3 2022 Oct 18, 2022	SELL	$53.91 - $63.08 $10,889 - $12,742	-202 Reduced 3.01%	6,502 $351,000
Q2 2022 Aug 05, 2022	SELL	$55.42 - $64.55 $78,086 - $90,950	-1,409 Reduced 17.37%	6,704 $384,000
Q1 2022 Apr 29, 2022	SELL	$60.09 - $66.2 $464,916 - $512,189	-7,737 Reduced 48.81%	8,113 $517,000
Q4 2021 Feb 02, 2022	BUY	$58.98 - $66.05 $257,801 - $288,704	4,371 Added 38.08%	15,850 $1.04 Million
Q3 2021 Nov 02, 2021	BUY	$58.84 - $62.73 $122,446 - $130,541	2,081 Added 22.14%	11,479 $675,000
Q2 2021 Jul 30, 2021	BUY	$57.5 - $60.08 $273,700 - $285,980	4,760 Added 102.63%	9,398 $561,000
Q1 2021 May 06, 2021	BUY	$53.02 - $57.54 $48,036 - $52,131	906 Added 24.28%	4,638 $265,000
Q4 2020 Jan 21, 2021	BUY	$47.73 - $53.96 $178,128 - $201,378	3,732 New	3,732 $201,000

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

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Clearview Wealth Advisors LLC Wisdomtree Tr Us Quality Divid Transaction History