Cornerstone Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 5,085 shares of DGRW stock, worth $427,445. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,085
Previous 5,085 -0.0%
Holding current value
$427,445
Previous $396,000 6.82%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$69.56 - $76.3 $3,756 - $4,120
54 Added 1.07%
5,085 $387,000
Q4 2023

Jan 10, 2024
SELL
$61.43 - $70.36 $4,852 - $5,558
-79 Reduced 1.55%
5,031 $353,000
Q3 2023

Nov 06, 2023
BUY
$63.23 - $68.5 $948 - $1,027
15 Added 0.29%
5,110 $324,000
Q2 2023

Jul 14, 2023
BUY
$61.86 - $66.66 $92,790 - $99,990
1,500 Added 41.72%
5,095 $339,000
Q1 2023

May 15, 2023
BUY
$59.34 - $63.43 $213,327 - $228,030
3,595 New
3,595 $224,000
Q2 2022

Aug 04, 2022
SELL
$55.42 - $64.55 $190,367 - $221,729
-3,435 Closed
0 $0
Q1 2022

Apr 21, 2022
SELL
$60.09 - $66.2 $526,328 - $579,845
-8,759 Reduced 71.83%
3,435 $219,000
Q4 2021

Feb 14, 2022
BUY
$58.98 - $66.05 $24,594 - $27,542
417 Added 3.54%
12,194 $806,000
Q3 2021

Nov 12, 2021
BUY
$58.84 - $62.73 $62,488 - $66,619
1,062 Added 9.91%
11,777 $693,000
Q2 2021

Aug 09, 2021
BUY
$57.5 - $60.08 $12,190 - $12,736
212 Added 2.02%
10,715 $639,000
Q1 2021

Apr 30, 2021
BUY
$53.02 - $57.54 $556,869 - $604,342
10,503 New
10,503 $601,000
Q4 2018

Feb 13, 2019
SELL
N/A
-72,538 Closed
0 $0
Q3 2018

Oct 19, 2018
BUY
N/A
37,209 Added 105.32%
72,538 $1.88 Million
Q2 2018

Jul 20, 2018
BUY
N/A
35,329 New
35,329 $860,000

Others Institutions Holding DGRW

# of Institutions
659
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
  • Sector ETFs
  • Industry ETFs
More about DGRW
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