Gibbs Wealth Management Wisdomtree Tr Us Quality Divid Transaction History

Gibbs Wealth Management

$442 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Nov 04, 2025	SELL	$72.31 - $79.02 $851,594 - $930,618	-11,777 Closed	0 $0
Q1 2024 Nov 04, 2025	BUY	$69.56 - $76.3 $819,208 - $898,585	11,777 New	11,777 $897 Million

Others Institutions Holding DGRW

# of Institutions

809

Shares Held

151M

Call Options Held

2.7K

Put Options Held

5.8K

Pnc Financial Services Group, Inc. Pittsburgh, PA

15.8M
Shares

$1.4 Billion
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

12.4M
Shares

$1.1 Billion
0.34% of portfolio
Bank Of America Corp Charlotte, NC

12M
Shares

$1.06 Billion
0.07% of portfolio
Morgan Stanley New York, NY

8.48M
Shares

$754 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.12M
Shares

$633 Million
0.15% of portfolio

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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