Crestwood Advisors Group LLC Wisdomtree Tr Us Quality Divid Transaction History

Crestwood Advisors Group LLC

$5.07 Billion
Q3 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 3,640 shares of DGRW stock, worth $307,288. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,640

Previous 4,181 12.94%

Holding current value

$307,288

Previous $326,000 7.36%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

684

Shares Held

132M

Call Options Held

16.5K

Put Options Held

200

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About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Crestwood Advisors Group LLC Wisdomtree Tr Us Quality Divid Transaction History