Ep Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,293 shares of DGRW stock, worth $488,714. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,293

Previous 6,293 -0.0%

Holding current value

$488,714

Previous $523,000 2.68%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$75.88 - $83.21 $41,126 - $45,099	542 Added 9.42%	6,293 $523,000
Q4 2023 Feb 28, 2024	BUY	$61.43 - $70.36 $18,490 - $21,178	301 Added 5.52%	5,751 $404,000
Q3 2023 Nov 22, 2023	SELL	$63.23 - $68.5 $3.66 Million - $3.96 Million	-57,852 Reduced 91.39%	5,450 $346,000
Q1 2023 Jun 05, 2023	BUY	$59.34 - $63.43 $3.76 Million - $4.02 Million	63,302 New	63,302 $3.95 Million
Q4 2022 Jun 12, 2023	SELL	$54.71 - $63.51 $3.23 Million - $3.75 Million	-59,102 Reduced 93.37%	4,200 $253,000
Q2 2022 Aug 11, 2022	BUY	$55.42 - $64.55 $3,436 - $4,002	62 Added 1.58%	3,998 $229,000
Q1 2022 May 20, 2022	BUY	$60.09 - $66.2 $2,163 - $2,383	36 Added 0.92%	3,936 $251,000
Q3 2021 Nov 23, 2021	SELL	$58.84 - $62.73 $461,894 - $492,430	-7,850 Reduced 66.81%	3,900 $229,000
Q3 2021 Nov 16, 2021	BUY	$58.84 - $62.73 $439,711 - $468,781	7,473 Added 174.73%	11,750 $229,000
Q2 2021 Aug 24, 2021	BUY	$57.5 - $60.08 $21,677 - $22,650	377 Added 9.67%	4,277 $255,000
Q1 2021 May 17, 2021	BUY	$53.02 - $57.54 $206,778 - $224,406	3,900 New	3,900 $223,000

Others Institutions Holding DGRW

# of Institutions

765

Shares Held

147M

Call Options Held

8.3K

Put Options Held

2.4K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Ep Wealth Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History