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

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 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 51,734 shares of DGRW stock, worth $4.19 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
51,734
Previous 51,826 0.18%
Holding current value
$4.19 Million
Previous $4.05 Million 6.4%
% of portfolio
1.19%
Previous 1.85%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
686
Shares Held
133M
Call Options Held
16.5K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email