Collaborative Wealth Managment Inc. Wisdomtree Tr Us Quality Divid Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 10,227 shares of DGRW stock, worth $908,362. This represents 0.38% of its overall portfolio holdings.

Number of Shares
10,227
Previous 10,422 1.87%
Holding current value
$908,362
Previous $872,000 4.24%
% of portfolio
0.38%
Previous 0.39%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$84.28 - $89.46 $16,434 - $17,444
-195 Reduced 1.87%
10,227 $909,000
Q2 2025

Aug 08, 2025
SELL
$71.28 - $83.74 $11,761 - $13,817
-165 Reduced 1.56%
10,422 $872,000
Q1 2025

May 08, 2025
SELL
$78.0 - $84.37 $29,796 - $32,229
-382 Reduced 3.48%
10,587 $845,000
Q4 2024

Feb 10, 2025
SELL
$80.93 - $85.66 $14,000 - $14,819
-173 Reduced 1.55%
10,969 $887,000
Q3 2024

Nov 12, 2024
SELL
$75.88 - $83.21 $12,899 - $14,145
-170 Reduced 1.5%
11,142 $927,000
Q2 2024

Aug 09, 2024
SELL
$72.31 - $79.02 $23,789 - $25,997
-329 Reduced 2.83%
11,312 $882,000
Q1 2024

May 10, 2024
SELL
$69.56 - $76.3 $55,161 - $60,505
-793 Reduced 6.38%
11,641 $886,000
Q4 2023

Feb 07, 2024
SELL
$61.43 - $70.36 $48,959 - $56,076
-797 Reduced 6.02%
12,434 $873,000
Q3 2023

Nov 09, 2023
SELL
$63.23 - $68.5 $149,855 - $162,345
-2,370 Reduced 15.19%
13,231 $840,000
Q2 2023

Aug 07, 2023
SELL
$61.86 - $66.66 $23,877 - $25,730
-386 Reduced 2.41%
15,601 $1.04 Million
Q1 2023

May 08, 2023
SELL
$59.34 - $63.43 $237,419 - $253,783
-4,001 Reduced 20.02%
15,987 $996,000
Q4 2022

Feb 10, 2023
SELL
$54.71 - $63.51 $12,802 - $14,861
-234 Reduced 1.16%
19,988 $1.21 Million
Q3 2022

Nov 14, 2022
SELL
$53.91 - $63.08 $132,187 - $154,672
-2,452 Reduced 10.81%
20,222 $1.09 Million
Q2 2022

Aug 15, 2022
SELL
$55.42 - $64.55 $166 - $193
-3 Reduced 0.01%
22,674 $1.3 Million
Q4 2021

Feb 11, 2022
SELL
$58.98 - $66.05 $36,449 - $40,818
-618 Reduced 2.65%
22,677 $1.49 Million
Q1 2021

May 12, 2022
BUY
$53.02 - $57.54 $1.24 Million - $1.34 Million
23,295 New
23,295 $1.48 Million

Others Institutions Holding DGRW

# of Institutions
810
Shares Held
151M
Call Options Held
2.7K
Put Options Held
5.8K
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
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