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

Hb Wealth Management, LLC

  • $7.99 Billion
  • Q1 2024

A detailed history of Hb Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Hb Wealth Management, LLC holds 266,728 shares of DGRW stock, worth $21.2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
266,728
Previous 275,494 3.18%
Holding current value
$21.2 Million
Previous $19.4 Million 4.96%
% of portfolio
0.25%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$69.56 - $76.3 $609,762 - $668,845
-8,766 Reduced 3.18%
266,728 $20.3 Million
Q4 2023

Jan 16, 2024
SELL
$61.43 - $70.36 $159,226 - $182,373
-2,592 Reduced 0.93%
275,494 $19.4 Million
Q3 2023

Oct 13, 2023
SELL
$63.23 - $68.5 $386,272 - $418,466
-6,109 Reduced 2.15%
278,086 $17.7 Million
Q2 2023

Jul 13, 2023
SELL
$61.86 - $66.66 $565,709 - $609,605
-9,145 Reduced 3.12%
284,195 $18.9 Million
Q1 2023

Apr 13, 2023
SELL
$59.34 - $63.43 $605,446 - $647,176
-10,203 Reduced 3.36%
293,340 $18.3 Million
Q4 2022

Jan 20, 2023
SELL
$58.08 - $63.51 $50,413 - $55,126
-868 Reduced 0.29%
303,543 $0
Q3 2022

Oct 19, 2022
BUY
N/A
84,176 Added 38.22%
304,411 $16.4 Million
Q2 2022

Jul 15, 2022
BUY
N/A
11,460 Added 5.49%
220,235 $12.6 Million
Q1 2022

May 16, 2022
SELL
N/A
-130 Reduced 0.06%
208,775 $13.3 Million
Q4 2021

Feb 15, 2022
BUY
N/A
208,905 New
208,905 $13.8 Million

Others Institutions Holding DGRW

# of Institutions
625
Shares Held
127M
Call Options Held
5.7K
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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