Comprehensive Financial Consultants Institutional, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Comprehensive Financial Consultants Institutional, Inc.

  • $258 Million
  • Q1 2025

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 13,754 shares of DGRW stock, worth $1.11 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
13,754
Previous 12,128 13.41%
Holding current value
$1.11 Million
Previous $981,000 11.93%
% of portfolio
0.43%
Previous 0.39%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$78.0 - $84.37 $126,828 - $137,185
1,626 Added 13.41%
13,754 $1.1 Million
Q4 2024

Jan 24, 2025
BUY
$80.93 - $85.66 $66,119 - $69,984
817 Added 7.22%
12,128 $981,000
Q3 2024

Oct 31, 2024
SELL
$75.88 - $83.21 $151 - $166
-2 Reduced 0.02%
11,311 $941,000
Q2 2024

Jul 17, 2024
BUY
$72.31 - $79.02 $24,223 - $26,471
335 Added 3.05%
11,313 $882,000
Q1 2024

May 02, 2024
BUY
$69.56 - $76.3 $103,505 - $113,534
1,488 Added 15.68%
10,978 $836,000
Q4 2023

Jan 24, 2024
BUY
$61.43 - $70.36 $137,480 - $157,465
2,238 Added 30.86%
9,490 $666,000
Q3 2023

Nov 13, 2023
BUY
$63.23 - $68.5 $253,172 - $274,274
4,004 Added 123.28%
7,252 $460,000
Q2 2023

Jul 24, 2023
BUY
$61.86 - $66.66 $200,921 - $216,511
3,248 New
3,248 $216,000

Others Institutions Holding DGRW

# of Institutions
782
Shares Held
150M
Call Options Held
4.6K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

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