Financial Advocates Investment Management Wisdomtree Tr Us Quality Divid Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Financial Advocates Investment Management holds 13,413 shares of DGRW stock, worth $1.11 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,413

Previous 12,452 7.72%

Holding current value

$1.11 Million

Previous $971,000 14.93%

% of portfolio

0.06%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$75.88 - $83.21 $72,920 - $79,964	961 Added 7.72%	13,413 $1.12 Million
Q2 2024 Jul 26, 2024	BUY	$72.31 - $79.02 $10,629 - $11,615	147 Added 1.19%	12,452 $971,000
Q1 2024 May 01, 2024	BUY	$69.56 - $76.3 $695 - $763	10 Added 0.08%	12,305 $937,000
Q4 2023 Feb 08, 2024	BUY	$61.43 - $70.36 $143,316 - $164,149	2,333 Added 23.42%	12,295 $864,000
Q3 2023 Oct 27, 2023	BUY	$63.23 - $68.5 $21,308 - $23,084	337 Added 3.5%	9,962 $632,000
Q2 2023 Aug 07, 2023	BUY	$61.86 - $66.66 $2,721 - $2,933	44 Added 0.46%	9,625 $641,000
Q1 2023 May 11, 2023	SELL	$59.34 - $63.43 $58,212 - $62,224	-981 Reduced 9.29%	9,581 $597,000
Q4 2022 Feb 14, 2023	SELL	$54.71 - $63.51 $112,921 - $131,084	-2,064 Reduced 16.35%	10,562 $637,000
Q3 2022 Nov 14, 2022	SELL	$53.91 - $63.08 $472,844 - $553,274	-8,771 Reduced 40.99%	12,626 $681,000
Q2 2022 Aug 12, 2022	BUY	$55.42 - $64.55 $461,316 - $537,314	8,324 Added 63.67%	21,397 $1.23 Million
Q1 2022 May 11, 2022	BUY	$60.09 - $66.2 $379,588 - $418,185	6,317 Added 93.5%	13,073 $832,000
Q4 2021 Feb 14, 2022	BUY	$58.98 - $66.05 $398,468 - $446,233	6,756 New	6,756 $445,000
Q1 2019 May 16, 2019	SELL	N/A	-58,233 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-3,107 Reduced 5.07%	58,233 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-610 Reduced 0.98%	61,340 $0
Q2 2018 Aug 09, 2018	SELL	N/A	-4,029 Reduced 6.11%	61,950 $2.55 Million
Q1 2018 May 11, 2018	BUY	N/A	1,187 Added 1.83%	65,979 $2.66 Million
Q4 2017 Feb 15, 2018	BUY	N/A	64,792	64,792 $2.69 Million

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

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Financial Advocates Investment Management Wisdomtree Tr Us Quality Divid Transaction History