A detailed history of Hbk Sorce Advisory LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 6,893 shares of DGRW stock, worth $564,260. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,893
Previous 6,893 -0.0%
Holding current value
$564,260
Previous $537,000 6.7%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 06, 2023

SELL
$63.23 - $68.5 $140,876 - $152,618
-2,228 Reduced 24.43%
6,893 $437,000
Q2 2023

Aug 04, 2023

BUY
$61.86 - $66.66 $162,753 - $175,382
2,631 Added 40.54%
9,121 $608,000
Q1 2023

May 15, 2023

BUY
$59.34 - $63.43 $385,116 - $411,660
6,490 New
6,490 $809,000

Others Institutions Holding DGRW

About WISDOMTREE TR US QUALITY DIVID


  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
Track This Portfolio

Track Hbk Sorce Advisory LLC Portfolio

Follow Hbk Sorce Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbk Sorce Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbk Sorce Advisory LLC with notifications on news.