Congress Wealth Management LLC Wisdomtree Tr Us Quality Divid Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,433 shares of DGRW stock, worth $455,339. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,433

Previous 5,427 0.11%

Holding current value

$455,339

Previous $451,000 2.66%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$80.93 - $85.66 $485 - $513	6 Added 0.11%	5,433 $439,000
Q3 2024 Nov 12, 2024	BUY	$75.88 - $83.21 $379 - $416	5 Added 0.09%	5,427 $451,000
Q2 2024 Aug 13, 2024	SELL	$72.31 - $79.02 $35,648 - $38,956	-493 Reduced 8.33%	5,422 $423,000
Q1 2024 Apr 18, 2024	SELL	$69.56 - $76.3 $139,815 - $153,363	-2,010 Reduced 25.36%	5,915 $450,000
Q4 2023 Feb 09, 2024	SELL	$61.43 - $70.36 $213,284 - $244,289	-3,472 Reduced 30.46%	7,925 $556,000
Q3 2023 Oct 30, 2023	BUY	$63.23 - $68.5 $446,403 - $483,610	7,060 Added 162.79%	11,397 $723,000
Q4 2021 Feb 04, 2022	BUY	$58.98 - $66.05 $255,796 - $286,458	4,337 New	4,337 $286,000

Others Institutions Holding DGRW

# of Institutions

746

Shares Held

147M

Call Options Held

8.1K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Wisdomtree Tr Us Quality Divid Transaction History