Denver Wealth Management, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Denver Wealth Management, Inc.

$207 Million
Q4 2024

A detailed history of Denver Wealth Management, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 17,121 shares of DGRW stock, worth $1.42 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

17,121

Previous 14,801 15.67%

Holding current value

$1.42 Million

Previous $1.23 Million 12.51%

% of portfolio

0.67%

Previous 0.61%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$80.93 - $85.66 $187,757 - $198,731	2,320 Added 15.67%	17,121 $1.39 Million
Q3 2024 Oct 21, 2024	SELL	$75.88 - $83.21 $73,148 - $80,214	-964 Reduced 6.11%	14,801 $1.23 Million
Q2 2024 Jul 19, 2024	BUY	$72.31 - $79.02 $7,086 - $7,743	98 Added 0.63%	15,765 $1.23 Million
Q1 2024 Apr 18, 2024	BUY	$69.56 - $76.3 $20,868 - $22,890	300 Added 1.95%	15,667 $1.19 Million
Q4 2023 Jan 23, 2024	BUY	$61.43 - $70.36 $507,350 - $581,103	8,259 Added 116.19%	15,367 $1.08 Million
Q3 2023 Oct 24, 2023	SELL	$63.23 - $68.5 $26,113 - $28,290	-413 Reduced 5.49%	7,108 $451,000
Q2 2023 Jul 17, 2023	BUY	$61.86 - $66.66 $123,658 - $133,253	1,999 Added 36.2%	7,521 $501,000
Q1 2023 May 04, 2023	BUY	$59.34 - $63.43 $327,675 - $350,260	5,522 New	5,522 $344,000

Others Institutions Holding DGRW

# of Institutions

753

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

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 Denver Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Denver Wealth Management, Inc. with notifications on news.

Account

Denver Wealth Management, Inc. Wisdomtree Tr Us Quality Divid Transaction History