Foundations Investment Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 73,563 shares of DGRW stock, worth $5.86 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

73,563

Previous 63,083 16.61%

Holding current value

$5.86 Million

Previous $5.25 Million 13.41%

% of portfolio

0.12%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$80.93 - $85.66 $848,146 - $897,716	10,480 Added 16.61%	73,563 $5.95 Million
Q3 2024 Oct 21, 2024	BUY	$75.88 - $83.21 $2.08 Million - $2.29 Million	27,462 Added 77.09%	63,083 $5.25 Million
Q2 2024 Aug 02, 2024	BUY	$72.31 - $79.02 $846,099 - $924,613	11,701 Added 48.92%	35,621 $2.78 Million
Q1 2024 May 13, 2024	BUY	$69.56 - $76.3 $1.42 Million - $1.56 Million	20,405 Added 580.51%	23,920 $1.82 Million
Q4 2023 Feb 08, 2024	SELL	$61.43 - $70.36 $246,948 - $282,847	-4,020 Reduced 53.35%	3,515 $247,000
Q3 2023 Oct 05, 2023	SELL	$63.23 - $68.5 $227,880 - $246,874	-3,604 Reduced 32.35%	7,535 $478,000
Q2 2023 Jul 19, 2023	BUY	$61.86 - $66.66 $689,058 - $742,525	11,139 New	11,139 $742,000

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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Foundations Investment Advisors, LLC Wisdomtree Tr Us Quality Divid Transaction History