Herold Advisors, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Herold Advisors, Inc.

$449 Million
Q3 2024

A detailed history of Herold Advisors, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Herold Advisors, Inc. holds 34,964 shares of DGRW stock, worth $2.86 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

34,964

Previous 34,260 2.05%

Holding current value

$2.86 Million

Previous $2.67 Million 8.83%

% of portfolio

0.65%

Previous 0.63%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$75.88 - $83.21 $53,419 - $58,579	704 Added 2.05%	34,964 $2.91 Million
Q2 2024 Jul 24, 2024	BUY	$72.31 - $79.02 $79,613 - $87,001	1,101 Added 3.32%	34,260 $2.67 Million
Q1 2024 May 10, 2024	SELL	$69.56 - $76.3 $255,633 - $280,402	-3,675 Reduced 9.98%	33,159 $2.53 Million
Q4 2023 Feb 02, 2024	BUY	$61.43 - $70.36 $30,407 - $34,828	495 Added 1.36%	36,834 $2.59 Million
Q3 2023 Nov 08, 2023	BUY	$63.23 - $68.5 $117,354 - $127,136	1,856 Added 5.38%	36,339 $2.31 Million
Q2 2023 Jul 14, 2023	BUY	$61.86 - $66.66 $723,700 - $779,855	11,699 Added 51.35%	34,483 $2.3 Million
Q1 2023 Apr 19, 2023	SELL	$59.34 - $63.43 $84,262 - $90,070	-1,420 Reduced 5.87%	22,784 $1.42 Million
Q4 2022 Feb 14, 2023	BUY	$54.71 - $63.51 $17,780 - $20,640	325 Added 1.36%	24,204 $1.46 Million
Q3 2022 Nov 08, 2022	BUY	$53.91 - $63.08 $10,458 - $12,237	194 Added 0.82%	23,879 $1.29 Million
Q2 2022 Jul 15, 2022	BUY	$55.42 - $64.55 $50,487 - $58,805	911 Added 4.0%	23,685 $1.36 Million
Q1 2022 May 09, 2022	SELL	$60.09 - $66.2 $37,856 - $41,706	-630 Reduced 2.69%	22,774 $0
Q4 2021 Jan 20, 2022	BUY	$58.98 - $66.05 $58 - $66	1 Added 0.0%	23,404 $1.54 Million
Q3 2021 Nov 03, 2021	BUY	$58.84 - $62.73 $1.38 Million - $1.47 Million	23,403 New	23,403 $1.38 Million

Others Institutions Holding DGRW

# of Institutions

684

Shares Held

133M

Call Options Held

16.5K

Put Options Held

200

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
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Herold Advisors, Inc. Wisdomtree Tr Us Quality Divid Transaction History