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

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

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 82,564 shares of DGRW stock, worth $6.67 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
82,564
Previous 73,563 12.24%
Holding current value
$6.67 Million
Previous $5.95 Million 10.75%
% of portfolio
0.13%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$78.0 - $84.37 $702,078 - $759,414
9,001 Added 12.24%
82,564 $6.59 Million
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
781
Shares Held
150M
Call Options Held
4.6K
Put Options Held
200
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
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