Golden State Equity Partners Wisdomtree Tr Us Quality Divid Transaction History

Golden State Equity Partners

$491 Million
Q1 2025

A detailed history of Golden State Equity Partners transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Golden State Equity Partners holds 106,610 shares of DGRW stock, worth $8.28 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares

106,610

Previous 109,784 2.89%

Holding current value

$8.28 Million

Previous $8.88 Million 4.18%

% of portfolio

1.73%

Previous 1.74%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$78.0 - $84.37 $247,572 - $267,790	-3,174 Reduced 2.89%	106,610 $8.51 Million
Q4 2024 Jan 24, 2025	SELL	$80.93 - $85.66 $4.5 Million - $4.77 Million	-55,652 Reduced 33.64%	109,784 $8.88 Million
Q3 2024 Oct 29, 2024	BUY	$75.88 - $83.21 $2.52 Million - $2.76 Million	33,160 Added 25.07%	165,436 $13.8 Million
Q3 2024 Oct 25, 2024	SELL	$75.88 - $83.21 $1.09 Million - $1.19 Million	-14,361 Reduced 9.79%	132,276 $11 Million
Q2 2024 Jul 29, 2024	BUY	$72.31 - $79.02 $370,227 - $404,582	5,120 Added 3.62%	146,637 $11.4 Million
Q4 2023 Feb 02, 2024	BUY	$61.43 - $70.36 $3.56 Million - $4.08 Million	57,987 Added 69.42%	141,517 $9.95 Million
Q3 2023 Oct 20, 2023	BUY	$63.23 - $68.5 $4.95 Million - $5.36 Million	78,307 Added 1499.27%	83,530 $5.3 Million
Q2 2023 Jul 19, 2023	SELL	$61.86 - $66.66 $1.85 Million - $1.99 Million	-29,879 Reduced 85.12%	5,223 $348,000
Q1 2023 Jun 01, 2023	SELL	$59.34 - $63.43 $1.09 Million - $1.16 Million	-18,345 Reduced 34.32%	35,102 $2.19 Billion
Q1 2022 May 18, 2022	SELL	$60.09 - $66.2 $590,384 - $650,415	-9,825 Reduced 15.53%	53,447 $3.4 Million
Q1 2022 May 16, 2022	BUY	$60.09 - $66.2 $1.88 Million - $2.08 Million	31,361 Added 98.28%	63,272 $3.62 Million
Q4 2021 Feb 11, 2022	SELL	$58.98 - $66.05 $3.88 Million - $4.35 Million	-65,846 Reduced 67.36%	31,911 $2.1 Million
Q3 2021 Nov 15, 2021	BUY	$58.84 - $62.73 $28,890 - $30,800	491 Added 0.5%	97,757 $5.75 Million
Q2 2021 Aug 12, 2021	BUY	$57.5 - $60.08 $1.95 Million - $2.04 Million	33,994 Added 53.73%	97,266 $5.8 Million
Q1 2021 May 13, 2021	BUY	$53.02 - $57.54 $1.87 Million - $2.03 Million	35,248 Added 125.78%	63,272 $3.62 Million
Q4 2020 Feb 08, 2021	BUY	$47.73 - $53.96 $1.34 Million - $1.51 Million	28,024 New	28,024 $1.51 Million

Others Institutions Holding DGRW

# of Institutions

767

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 Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Account

Golden State Equity Partners Wisdomtree Tr Us Quality Divid Transaction History