Concord Wealth Partners Wisdomtree Tr Us Quality Divid Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 27, 2023	BUY	$54.71 - $63.51 $0 - $0	0 New	0 $0
Q1 2022 Apr 20, 2022	BUY	$60.09 - $66.2 $781 - $860	13 New	13 $1,000

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.9M
Shares

$1.55 Billion
1.01% of portfolio
Bank Of America Corp Charlotte, NC

11.7M
Shares

$960 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$917 Million
0.43% of portfolio
Morgan Stanley New York, NY

8.38M
Shares

$686 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

6.64M
Shares

$543 Million
40.18% of portfolio

About WISDOMTREE TR US QUALITY DIVID

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