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

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

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 27,039 shares of DGRW stock, worth $2.41 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,039
Previous 6,293 329.67%
Holding current value
$2.41 Million
Previous $502,000 351.0%
% of portfolio
0.02%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$71.28 - $83.74 $1.48 Million - $1.74 Million
20,746 Added 329.67%
27,039 $2.26 Million
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
797
Shares Held
153M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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