Concurrent Investment Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 258,156 shares of DGRW stock, worth $21.4 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
258,156
Previous 255,867 0.89%
Holding current value
$21.4 Million
Previous $19.5 Billion 3.36%
% of portfolio
0.66%
Previous 0.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$72.31 - $79.02 $165,517 - $180,876
2,289 Added 0.89%
258,156 $20.1 Billion
Q1 2024

May 07, 2024
SELL
$69.56 - $76.3 $572,826 - $628,330
-8,235 Reduced 3.12%
255,867 $19.5 Billion
Q4 2023

Apr 15, 2024
BUY
$61.43 - $70.36 $16.2 Million - $18.6 Million
264,102 New
264,102 $18.6 Billion

Others Institutions Holding DGRW

# of Institutions
656
Shares Held
129M
Call Options Held
6.1K
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
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More about DGRW
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