Fermata Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Fermata Advisors, LLC

$335 Million
Q2 2025

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 46,144 shares of DGRW stock, worth $3.98 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

46,144

Previous 34,774 32.7%

Holding current value

$3.98 Million

Previous $2.75 Million 40.51%

% of portfolio

1.15%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$71.28 - $83.74 $810,453 - $952,123	11,370 Added 32.7%	46,144 $3.86 Million
Q1 2025 Apr 10, 2025	BUY	$78.0 - $84.37 $921,102 - $996,325	11,809 Added 51.42%	34,774 $2.75 Million
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

791

Shares Held

150M

Call Options Held

4.6K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Fermata Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History