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

Comprehensive Financial Consultants Institutional, Inc.

  • $277 Million
  • Q2 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 13,768 shares of DGRW stock, worth $1.18 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
13,768
Previous 13,754 0.1%
Holding current value
$1.18 Million
Previous $1.1 Million 4.92%
% of portfolio
0.42%
Previous 0.43%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$71.28 - $83.74 $997 - $1,172
14 Added 0.1%
13,768 $1.15 Million
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
789
Shares Held
152M
Call Options Held
4.6K
Put Options Held
200
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 Comprehensive Financial Consultants Institutional, Inc. Portfolio

Follow Comprehensive Financial Consultants Institutional, Inc. 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 Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email