Crestwood Advisors Group LLC Wisdomtree Tr Us Quality Divid Transaction History

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 3,642 shares of DGRW stock, worth $303,560. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,642
Previous 3,640 0.05%
Holding current value
$303,560
Previous $302,000 2.65%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$80.93 - $85.66 $161 - $171
2 Added 0.05%
3,642 $294,000
Q3 2024

Oct 30, 2024
SELL
$75.88 - $83.21 $41,051 - $45,016
-541 Reduced 12.94%
3,640 $302,000
Q2 2024

Aug 01, 2024
BUY
$72.31 - $79.02 $216 - $237
3 Added 0.07%
4,181 $326,000
Q1 2024

May 08, 2024
BUY
$69.56 - $76.3 $139 - $152
2 Added 0.05%
4,178 $318,000
Q4 2023

Jan 29, 2024
BUY
$61.43 - $70.36 $245 - $281
4 Added 0.1%
4,176 $293,000
Q3 2023

Nov 15, 2023
BUY
$63.23 - $68.5 $189 - $205
3 Added 0.07%
4,172 $264,000
Q2 2023

Aug 15, 2023
SELL
$61.86 - $66.66 $2,845 - $3,066
-46 Reduced 1.09%
4,169 $277,000
Q1 2023

May 12, 2023
BUY
$59.34 - $63.43 $250,118 - $267,357
4,215 New
4,215 $262,000
Q1 2020

May 15, 2020
SELL
$33.65 - $49.64 $193,487 - $285,430
-5,750 Closed
0 $0
Q3 2019

Nov 13, 2019
BUY
$44.66 - $45.42 $256,794 - $261,165
5,750 New
5,750 $259,000

Others Institutions Holding DGRW

# of Institutions
719
Shares Held
138M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
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