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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

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 367,151 shares of DGRW stock, worth $32.7 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
367,151
Previous 378,303 2.95%
Holding current value
$32.7 Million
Previous $31.7 Billion 3.1%
% of portfolio
0.56%
Previous 0.61%

Shares

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

Oct 27, 2025
SELL
$84.28 - $89.46 $939,890 - $997,657
-11,152 Reduced 2.95%
367,151 $32.7 Billion
Q2 2025

Jul 25, 2025
BUY
$71.28 - $83.74 $1.18 Million - $1.38 Million
16,534 Added 4.57%
378,303 $31.7 Billion
Q1 2025

Apr 29, 2025
BUY
$78.0 - $84.37 $7.35 Million - $7.95 Million
94,203 Added 35.21%
361,769 $28.9 Billion
Q4 2024

Feb 03, 2025
BUY
$80.93 - $85.66 $538,508 - $569,981
6,654 Added 2.55%
267,566 $21.7 Billion
Q3 2024

Oct 30, 2024
BUY
$75.88 - $83.21 $209,125 - $229,326
2,756 Added 1.07%
260,912 $21.7 Billion
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
798
Shares Held
153M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
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