Cresta Advisors, Ltd. Wisdomtree Tr Us Quality Divid Transaction History

Cresta Advisors, Ltd.

$186 Million
Q1 2025

A detailed history of Cresta Advisors, Ltd. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Cresta Advisors, Ltd. holds 217,034 shares of DGRW stock, worth $17.5 Million. This represents 9.31% of its overall portfolio holdings.

Number of Shares

217,034

Previous 176,425 23.02%

Holding current value

$17.5 Million

Previous $14.3 Million 21.39%

% of portfolio

9.31%

Previous 7.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$78.0 - $84.37 $3.17 Million - $3.43 Million	40,609 Added 23.02%	217,034 $17.3 Million
Q3 2024 Nov 18, 2024	BUY	$75.88 - $83.21 $706,215 - $774,435	9,307 Added 5.57%	176,425 $14.7 Million
Q2 2024 Aug 12, 2024	SELL	$72.31 - $79.02 $68,043 - $74,357	-941 Reduced 0.56%	167,118 $13 Million
Q1 2024 May 02, 2024	BUY	$69.56 - $76.3 $460,974 - $505,640	6,627 Added 4.11%	168,059 $12.8 Million
Q4 2023 Jan 17, 2024	BUY	$61.43 - $70.36 $472,703 - $541,420	7,695 Added 5.01%	161,432 $11.3 Million
Q3 2023 Nov 06, 2023	BUY	$63.23 - $68.5 $2.74 Million - $2.97 Million	43,387 Added 39.32%	153,737 $9.76 Million
Q2 2023 Jul 28, 2023	BUY	$61.86 - $66.66 $6.83 Million - $7.36 Million	110,350 New	110,350 $7.36 Million

Others Institutions Holding DGRW

# of Institutions

781

Shares Held

150M

Call Options Held

4.6K

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 Cresta Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Cresta Advisors, Ltd. with notifications on news.

Account

Cresta Advisors, Ltd. Wisdomtree Tr Us Quality Divid Transaction History