Fermata Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Fermata Advisors, LLC

  • $510 Million
  • Q4 2024

A detailed history of Fermata Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Fermata Advisors, LLC holds 22,965 shares of DGRW stock, worth $1.91 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
22,965
Previous 12,534 83.22%
Holding current value
$1.91 Million
Previous $1.04 Million 78.31%
% of portfolio
0.36%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$80.93 - $85.66 $844,180 - $893,519
10,431 Added 83.22%
22,965 $1.86 Million
Q3 2024

Oct 09, 2024
BUY
$75.88 - $83.21 $434,109 - $476,044
5,721 Added 83.97%
12,534 $1.04 Million
Q2 2024

Jul 12, 2024
BUY
$72.31 - $79.02 $215,917 - $235,953
2,986 Added 78.02%
6,813 $531,000
Q1 2024

Apr 12, 2024
BUY
$69.56 - $76.3 $266,206 - $292,000
3,827 New
3,827 $291,000

Others Institutions Holding DGRW

# of Institutions
711
Shares Held
136M
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 Fermata Advisors, LLC Portfolio

Follow Fermata 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 Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email