Eisner Amper Wealth Management Corporate Benefits, LLC Wisdomtree Tr Us Quality Divid Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

A detailed history of Eisner Amper Wealth Management Corporate Benefits, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Eisner Amper Wealth Management Corporate Benefits, LLC holds 145,223 shares of DGRW stock, worth $11.9 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares

145,223

Previous 154,515 6.01%

Holding current value

$11.9 Million

Previous $9.81 Million 4.04%

% of portfolio

3.73%

Previous 4.38%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 03, 2024	SELL	$61.43 - $70.36 $570,807 - $653,785	-9,292 Reduced 6.01%	145,223 $10.2 Million
Q3 2023 Oct 10, 2023	SELL	$63.23 - $68.5 $567,362 - $614,650	-8,973 Reduced 5.49%	154,515 $9.81 Million
Q2 2023 Jul 11, 2023	SELL	$61.86 - $66.66 $781,662 - $842,315	-12,636 Reduced 7.17%	163,488 $10.9 Million
Q1 2023 Apr 04, 2023	SELL	$59.34 - $63.43 $149,952 - $160,287	-2,527 Reduced 1.41%	176,124 $11 Million
Q4 2022 Jan 03, 2023	SELL	$54.71 - $63.51 $216,104 - $250,864	-3,950 Reduced 2.16%	178,651 $10.8 Million
Q3 2022 Oct 03, 2022	SELL	$53.91 - $63.08 $85,770 - $100,360	-1,591 Reduced 0.86%	182,601 $9.84 Million
Q2 2022 Jul 01, 2022	BUY	$55.42 - $64.55 $3,214 - $3,743	58 Added 0.03%	184,192 $10.6 Million
Q1 2022 Apr 01, 2022	SELL	$60.09 - $66.2 $58,768 - $64,743	-978 Reduced 0.53%	184,134 $11.7 Million
Q4 2021 Jan 03, 2022	BUY	$58.98 - $66.05 $145,798 - $163,275	2,472 Added 1.35%	185,112 $12.2 Million
Q3 2021 Oct 01, 2021	SELL	$58.84 - $62.73 $538,327 - $573,916	-9,149 Reduced 4.77%	182,640 $10.7 Million
Q2 2021 Jul 01, 2021	SELL	$57.5 - $60.08 $309,177 - $323,050	-5,377 Reduced 2.73%	191,789 $11.4 Million
Q1 2021 Apr 01, 2021	BUY	$53.02 - $57.54 $602,731 - $654,114	11,368 Added 6.12%	197,166 $11.3 Million
Q4 2020 Jan 04, 2021	BUY	$47.73 - $53.96 $26,394 - $29,839	553 Added 0.3%	185,798 $10 Million
Q3 2020 Oct 01, 2020	SELL	$45.51 - $51.78 $298,955 - $340,142	-6,569 Reduced 3.42%	185,245 $9.18 Million
Q2 2020 Jul 01, 2020	BUY	$37.38 - $47.13 $109,000 - $137,431	2,916 Added 1.54%	191,814 $8.73 Million
Q1 2020 Apr 01, 2020	SELL	$33.65 - $49.64 $71,977 - $106,179	-2,139 Reduced 1.12%	188,898 $7.35 Million
Q4 2019 Jan 02, 2020	BUY	$43.65 - $48.63 $51,768 - $57,675	1,186 Added 0.62%	191,037 $9.26 Million
Q3 2019 Oct 01, 2019	BUY	$44.66 - $45.42 $350,982 - $356,955	7,859 Added 4.32%	189,851 $8.56 Million
Q2 2019 Jul 01, 2019	BUY	N/A	8,919 Added 5.15%	181,992 $7.94 Million
Q1 2019 Apr 01, 2019	BUY	N/A	10,685 Added 6.58%	173,073 $7.45 Million
Q4 2018 Jan 02, 2019	SELL	N/A	-3,601 Reduced 2.17%	162,388 $6.22 Million
Q3 2018 Oct 02, 2018	SELL	N/A	-1,339 Reduced 0.8%	165,989 $7.36 Million
Q2 2018 Jul 05, 2018	SELL	N/A	-55 Reduced 0.03%	167,328 $6.86 Million
Q1 2018 Apr 02, 2018	BUY	N/A	167,383 New	167,383 $6.76 Million

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

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 Eisner Amper Wealth Management Corporate Benefits, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eisner Amper Wealth Management Corporate Benefits, LLC with notifications on news.

Account

Eisner Amper Wealth Management Corporate Benefits, LLC Wisdomtree Tr Us Quality Divid Transaction History