Epg Wealth Management LLC Wisdomtree Tr Us Quality Divid Transaction History

Epg Wealth Management LLC

$0
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	SELL	$72.31 - $79.02 $202,974 - $221,809	-2,807 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$69.56 - $76.3 $417 - $457	6 Added 0.21%	2,807 $213,000
Q4 2023 Feb 14, 2024	BUY	$61.43 - $70.36 $172,065 - $197,078	2,801 New	2,801 $196,000
Q2 2023 Aug 15, 2023	BUY	$61.86 - $66.66 $190,776 - $205,579	3,084 New	3,084 $205,000
Q1 2022 May 10, 2022	SELL	$60.09 - $66.2 $191,266 - $210,714	-3,183 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$58.98 - $66.05 $235 - $264	4 Added 0.13%	3,183 $210,000
Q3 2021 Nov 15, 2021	BUY	$58.84 - $62.73 $187,052 - $199,418	3,179 New	3,179 $187,000
Q2 2020 Aug 06, 2020	SELL	$37.38 - $47.13 $54,425 - $68,621	-1,456 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$33.65 - $49.64 $39,908 - $58,873	1,186 Added 439.26%	1,456 $57,000
Q4 2019 Feb 14, 2020	BUY	$43.65 - $48.63 $11,785 - $13,130	270 New	270 $13,000

Others Institutions Holding DGRW

# of Institutions

656

Shares Held

129M

Call Options Held

6.1K

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

18.7M
Shares

$1.55 Billion
0.97% of portfolio
Bank Of America Corp Charlotte, NC

11.5M
Shares

$955 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

10.4M
Shares

$859 Million
0.41% of portfolio
Morgan Stanley New York, NY

8.11M
Shares

$672 Million
0.05% of portfolio
Hamilton Capital, LLC Columbus, OH

7.1M
Shares

$588 Million
42.11% of portfolio

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 Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.