Golden State Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 126,235 shares of DGRW stock, worth $9.8 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

126,235

Previous 205,968 38.71%

Holding current value

$9.8 Million

Previous $16.4 Million 61191.1%

% of portfolio

1.5%

Previous 1.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$78.0 - $84.37 $6.22 Million - $6.73 Million	-79,733 Reduced 38.71%	126,235 $10.1 Billion
Q1 2025 Apr 23, 2025	BUY	$78.0 - $84.37 $7.59 Million - $8.21 Million	97,334 Added 89.6%	205,968 $16.4 Million
Q4 2024 Jan 28, 2025	BUY	$80.93 - $85.66 $3.56 Million - $3.77 Million	44,021 Added 68.13%	108,634 $8.79 Billion
Q1 2022 May 19, 2022	BUY	$60.09 - $66.2 $3.88 Million - $4.28 Million	64,613 New	64,613 $4.11 Million
Q1 2022 May 16, 2022	SELL	$60.09 - $66.2 $4.01 Million - $4.41 Million	-66,684 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$58.98 - $66.05 $1.96 Million - $2.19 Million	33,199 Added 99.15%	66,684 $4.39 Million
Q3 2021 Nov 15, 2021	BUY	$58.84 - $62.73 $36,775 - $39,206	625 Added 1.9%	33,485 $1.97 Million
Q2 2021 Aug 12, 2021	BUY	$57.5 - $60.08 $1.89 Million - $1.97 Million	32,860 New	32,860 $1.96 Million
Q4 2020 Jan 28, 2021	SELL	$47.73 - $53.96 $134,837 - $152,437	-2,825 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$45.51 - $51.78 $142,309 - $161,916	-3,127 Reduced 52.54%	2,825 $140,000
Q2 2020 Aug 13, 2020	BUY	$37.38 - $47.13 $222,485 - $280,517	5,952 New	5,952 $210,000
Q2 2020 Aug 11, 2020	SELL	$37.38 - $47.13 $28,745 - $36,242	-769 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$33.65 - $49.64 $25,876 - $38,173	769 New	769 $30,000

Others Institutions Holding DGRW

# of Institutions

768

Shares Held

148M

Call Options Held

8.3K

Put Options Held

2.4K

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About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Golden State Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History