Geo Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Geo Wealth Management, LLC holds 5,730 shares of DGRW stock, worth $469,057. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,730

Previous 4,328 32.39%

Holding current value

$469,057

Previous $360,000 28.61%

% of portfolio

0.02%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$80.93 - $85.66 $113,463 - $120,095	1,402 Added 32.39%	5,730 $463,000
Q3 2024 Nov 12, 2024	SELL	$75.88 - $83.21 $4.18 Million - $4.58 Million	-55,032 Reduced 92.71%	4,328 $360,000
Q2 2024 Aug 12, 2024	SELL	$72.31 - $79.02 $1.94 Million - $2.12 Million	-26,769 Reduced 31.08%	59,360 $4.63 Million
Q1 2024 May 15, 2024	SELL	$69.56 - $76.3 $5.99 Million - $6.57 Million	-86,129 Closed	0 $0
Q1 2024 May 15, 2024	SELL	$69.56 - $76.3 $7.63 Million - $8.37 Million	-109,700 Reduced 56.02%	86,129 $6.56 Million
Q4 2023 Feb 13, 2024	BUY	$61.43 - $70.36 $9.91 Million - $11.4 Million	161,383 Added 468.51%	195,829 $13.8 Million
Q3 2023 Nov 13, 2023	SELL	$63.23 - $68.5 $1.09 Million - $1.18 Million	-17,217 Reduced 33.33%	34,446 $2.19 Million
Q2 2023 Aug 10, 2023	BUY	$61.86 - $66.66 $1.56 Million - $1.68 Million	25,155 Added 94.9%	51,663 $3.44 Million
Q1 2023 May 12, 2023	SELL	$59.34 - $63.43 $2.05 Million - $2.19 Million	-34,512 Reduced 56.56%	26,508 $1.65 Million
Q4 2022 Feb 13, 2023	BUY	$54.71 - $63.51 $1.62 Million - $1.88 Million	29,652 Added 94.53%	61,020 $3.68 Million
Q3 2022 Nov 14, 2022	BUY	$53.91 - $63.08 $518,506 - $606,703	9,618 Added 44.22%	31,368 $1.69 Million
Q2 2022 Aug 12, 2022	SELL	$55.42 - $64.55 $13.5 Million - $15.7 Million	-243,645 Reduced 91.8%	21,750 $1.25 Million
Q1 2022 May 13, 2022	BUY	$60.09 - $66.2 $15.9 Million - $17.6 Million	265,395 New	265,395 $16.9 Million
Q4 2021 Feb 14, 2022	SELL	$58.98 - $66.05 $2.78 Million - $3.11 Million	-47,068 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$58.84 - $62.73 $2.77 Million - $2.95 Million	47,068 New	47,068 $2.77 Million

Others Institutions Holding DGRW

# of Institutions

758

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Account

Geo Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History