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

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 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 378,303 shares of DGRW stock, worth $32.6 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

378,303

Previous 361,769 4.57%

Holding current value

$32.6 Million

Previous $28.9 Billion 9.65%

% of portfolio

0.61%

Previous 0.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

792

Shares Held

150M

Call Options Held

4.6K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

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