Evernest Financial Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Evernest Financial Advisors, LLC

$363 Million
Q4 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 53,661 shares of DGRW stock, worth $4.19 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

53,661

Previous 51,734 3.72%

Holding current value

$4.19 Million

Previous $4.3 Million 0.88%

% of portfolio

1.19%

Previous 1.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$80.93 - $85.66 $155,952 - $165,066	1,927 Added 3.72%	53,661 $4.34 Million
Q3 2024 Oct 21, 2024	SELL	$75.88 - $83.21 $6,980 - $7,655	-92 Reduced 0.18%	51,734 $4.3 Million
Q2 2024 Aug 07, 2024	BUY	$72.31 - $79.02 $153,080 - $167,285	2,117 Added 4.26%	51,826 $4.05 Million
Q1 2024 May 10, 2024	BUY	$69.56 - $76.3 $105,939 - $116,204	1,523 Added 3.16%	49,709 $3.59 Billion
Q4 2023 May 10, 2024	BUY	$61.43 - $70.36 $6,204 - $7,106	101 Added 0.2%	49,810 $3.5 Billion
Q4 2021 Feb 13, 2024	BUY	$58.98 - $66.05 $2.84 Million - $3.18 Million	48,186 New	48,186 $3.52 Billion

Others Institutions Holding DGRW

# of Institutions

759

Shares Held

148M

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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Evernest Financial Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History