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

Herold Advisors, Inc.

  • $423 Million
  • Q2 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 34,260 shares of DGRW stock, worth $2.74 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
34,260
Previous 33,159 3.32%
Holding current value
$2.74 Million
Previous $2.53 Million 5.82%
% of portfolio
0.63%
Previous 0.62%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$58.08 - $63.51 $18,876 - $20,640
325 Added 1.36%
24,204 $1.46 Million
Q3 2022

Nov 08, 2022
BUY
N/A
194 Added 0.82%
23,879 $1.29 Million
Q2 2022

Jul 15, 2022
BUY
N/A
911 Added 4.0%
23,685 $1.36 Million
Q1 2022

May 09, 2022
SELL
N/A
-630 Reduced 2.69%
22,774 $0
Q4 2021

Jan 20, 2022
BUY
N/A
1 Added 0.0%
23,404 $1.54 Million
Q3 2021

Nov 03, 2021
BUY
N/A
23,403 New
23,403 $1.38 Million

Others Institutions Holding DGRW

# of Institutions
656
Shares Held
129M
Call Options Held
6.1K
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
Track This Portfolio

Track Herold Advisors, Inc. Portfolio

Follow Herold Advisors, Inc. 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 Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email